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 | $33,829 | $185,822-81.8% | $169,993-80.1% | $139,434-75.7% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 11.37% | 60.50%-49.1pp | 53.37%-42.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $754 | $7,590-90.1% | $6,785-88.9% | $4,751-84.1% |
| Participant deferral / active EE | $2,733 | $11,622-76.5% | $10,408-73.7% | $6,710-59.3% |
| Admin fee / account holder | $10,305 | $15,381-33.0% | $12,815-19.6% | $11,403-9.6% |