See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,042 | $86,929-59.7% | $102,423-65.8% | $80,856-56.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.99% | 18.88%-1.9pp | 29.32%-12.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $633 | $2,369-73.3% | $3,023-79.1% | $2,755-77.0% |
| Participant deferral / active EE | $1,220 | $4,118-70.4% | $5,053-75.8% | $4,296-71.6% |
| Admin fee / account holder | $455 | $8,049-94.3% | $9,451-95.2% | $6,918-93.4% |