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 | $41,371 | $86,286-52.1% | $111,297-62.8% | $85,850-51.8% |
| Participation rate | 82.8% | 73.3%+9.5pp | 77.3%+5.5pp | 69.3%+13.5pp |
| Annual return | 38.78% | 19.99%+18.8pp | 54.65%-15.9pp | 318.53%-279.7pp |
| Employer contribution / active EE | $115 | $2,043-94.4% | $2,731-95.8% | $2,565-95.5% |
| Participant deferral / active EE | $1,512 | $3,641-58.5% | $4,487-66.3% | $3,952-61.7% |
| Admin fee / account holder | $4,954 | $8,188-39.5% | $7,964-37.8% | $6,260-20.9% |