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 | $214,917 | $176,812+21.6% | $146,665+46.5% | $167,490+28.3% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 40.43% | 24.03%+16.4pp | 22.74%+17.7pp | 478.56%-438.1pp |
| Employer contribution / active EE | $620 | $5,160-88.0% | $4,136-85.0% | $4,837-87.2% |
| Participant deferral / active EE | $666 | $6,440-89.7% | $5,506-87.9% | $6,341-89.5% |
| Admin fee / account holder | $6,299 | $13,259-52.5% | $10,280-38.7% | $12,309-48.8% |