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 | $169,465 | $165,335+2.5% | $149,696+13.2% | $158,922+6.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.08% | 348.15%-326.1pp | 276.60%-254.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $561 | $5,103-89.0% | $4,644-87.9% | $4,761-88.2% |
| Participant deferral / active EE | $1,013 | $7,181-85.9% | $6,842-85.2% | $5,982-83.1% |
| Admin fee / account holder | $1,061 | $10,807-90.2% | $9,309-88.6% | $11,246-90.6% |