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 4-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 | $65,980 | $114,381-42.3% | $107,525-38.6% | $142,382-53.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 12.36% | 242.71%-230.3pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $726 | $4,015-81.9% | $3,754-80.7% | $4,299-83.1% |
| Participant deferral / active EE | $1,253 | $5,564-77.5% | $5,116-75.5% | $6,507-80.8% |
| Admin fee / account holder | $12,080 | $9,860+22.5% | $8,919+35.4% | $12,624-4.3% |