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 | $32,687 | $98,240-66.7% | $82,313-60.3% | $147,584-77.9% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.28% | 30.85%-12.6pp | 25.88%-7.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $475 | $3,192-85.1% | $2,428-80.4% | $4,876-90.3% |
| Participant deferral / active EE | $996 | $4,383-77.3% | $3,706-73.1% | $5,439-81.7% |
| Admin fee / account holder | $1,727 | $8,563-79.8% | $5,608-69.2% | $10,885-84.1% |