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 | $66,789 | $153,772-56.6% | $133,980-50.2% | $273,961-75.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 8.52% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-32.9pp |
| Employer contribution / active EE | $610 | $6,029-89.9% | $5,211-88.3% | $4,869-87.5% |
| Participant deferral / active EE | $716 | $6,958-89.7% | $6,282-88.6% | $5,287-86.5% |
| Admin fee / account holder | $357 | $11,765-97.0% | $9,324-96.2% | $10,132-96.5% |