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 | $215,436 | $91,538+135.3% | $129,995+65.7% | $75,163+186.6% |
| Participation rate | 92.2% | 71.4%+20.7pp | 78.5%+13.7pp | 67.2%+25.0pp |
| Annual return | 14.63% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $671 | $2,845-76.4% | $4,320-84.5% | $2,670-74.9% |
| Participant deferral / active EE | $1,103 | $4,341-74.6% | $5,820-81.0% | $4,125-73.3% |
| Admin fee / account holder | $2,961 | $6,790-56.4% | $10,614-72.1% | $5,651-47.6% |