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 7-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 | $63,727 | $214,378-70.3% | $200,582-68.2% | $142,382-55.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.92% | 46.41%-33.5pp | 42.33%-29.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,112 | $6,841-83.7% | $6,419-82.7% | $4,299-74.1% |
| Participant deferral / active EE | $2,429 | $9,865-75.4% | $9,331-74.0% | $6,507-62.7% |
| Admin fee / account holder | $3,938 | $17,692-77.7% | $16,305-75.8% | $12,624-68.8% |