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 | $142,652 | $157,256-9.3% | $141,162+1.1% | $152,861-6.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 15.84% | 64.32%-48.5pp | 71.39%-55.5pp | 345.32%-329.5pp |
| Employer contribution / active EE | $919 | $5,261-82.5% | $4,735-80.6% | $4,762-80.7% |
| Participant deferral / active EE | $1,608 | $7,109-77.4% | $6,709-76.0% | $5,850-72.5% |
| Admin fee / account holder | $15,501 | $12,120+27.9% | $10,261+51.1% | $11,596+33.7% |