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 | $126,154 | $198,466-36.4% | $170,442-26.0% | $147,584-14.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 21.97% | 257.29%-235.3pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,036 | $6,184-83.2% | $5,433-80.9% | $4,876-78.8% |
| Participant deferral / active EE | $1,471 | $5,629-73.9% | $4,939-70.2% | $5,439-72.9% |
| Admin fee / account holder | $13,797 | $16,852-18.1% | $13,880-0.6% | $10,885+26.8% |