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 | $63,954 | $183,963-65.2% | $162,163-60.6% | $152,861-58.2% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 18.25% | 150.76%-132.5pp | 115.59%-97.3pp | 345.32%-327.1pp |
| Employer contribution / active EE | $833 | $6,371-86.9% | $5,614-85.2% | $4,762-82.5% |
| Participant deferral / active EE | $1,072 | $8,034-86.7% | $7,298-85.3% | $5,850-81.7% |
| Admin fee / account holder | $7,642 | $13,121-41.8% | $10,843-29.5% | $11,596-34.1% |