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 | $95,634 | $175,202-45.4% | $149,673-36.1% | $139,434-31.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.10% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $728 | $5,474-86.7% | $4,818-84.9% | $4,751-84.7% |
| Participant deferral / active EE | $1,792 | $6,519-72.5% | $5,680-68.4% | $6,710-73.3% |
| Admin fee / account holder | $2,979 | $16,150-81.6% | $13,210-77.4% | $11,403-73.9% |