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 | $106,844 | $78,422+36.2% | $95,952+11.4% | $79,858+33.8% |
| Participation rate | 84.0% | 73.5%+10.5pp | 77.1%+6.9pp | 69.6%+14.4pp |
| Annual return | 19.57% | 19.37%+0.2pp | 91.61%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $413 | $1,945-78.8% | $2,541-83.7% | $2,471-83.3% |
| Participant deferral / active EE | $957 | $3,440-72.2% | $4,167-77.0% | $3,740-74.4% |
| Admin fee / account holder | $1,486 | $5,622-73.6% | $6,795-78.1% | $5,306-72.0% |