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 | $157,739 | $197,591-20.2% | $177,821-11.3% | $158,922-0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.88% | 58.76%-49.9pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $703 | $6,697-89.5% | $5,918-88.1% | $4,761-85.2% |
| Participant deferral / active EE | $2,158 | $8,405-74.3% | $7,714-72.0% | $5,982-63.9% |
| Admin fee / account holder | $29,240 | $15,399+89.9% | $12,427+135.3% | $11,246+160.0% |