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 | $45,807 | $165,335-72.3% | $149,696-69.4% | $158,922-71.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 19.49% | 348.15%-328.7pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $159 | $5,103-96.9% | $4,644-96.6% | $4,761-96.7% |
| Participant deferral / active EE | $2,242 | $7,181-68.8% | $6,842-67.2% | $5,982-62.5% |
| Admin fee / account holder | $9,937 | $10,807-8.0% | $9,309+6.8% | $11,246-11.6% |