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 | $134,744 | $209,411-35.7% | $178,490-24.5% | $158,922-15.2% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 7.25% | 188.75%-181.5pp | 151.07%-143.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $968 | $5,706-83.0% | $5,011-80.7% | $4,761-79.7% |
| Participant deferral / active EE | $423 | $5,954-92.9% | $5,202-91.9% | $5,982-92.9% |
| Admin fee / account holder | $5,871 | $17,074-65.6% | $13,984-58.0% | $11,246-47.8% |