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 | $69,568 | $197,591-64.8% | $177,821-60.9% | $158,922-56.2% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 14.60% | 58.76%-44.2pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $858 | $6,697-87.2% | $5,918-85.5% | $4,761-82.0% |
| Participant deferral / active EE | $1,619 | $8,405-80.7% | $7,714-79.0% | $5,982-72.9% |
| Admin fee / account holder | $1,171 | $15,399-92.4% | $12,427-90.6% | $11,246-89.6% |