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 | $41,027 | $165,335-75.2% | $149,696-72.6% | $158,922-74.2% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 10.71% | 348.15%-337.4pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $631 | $5,103-87.6% | $4,644-86.4% | $4,761-86.7% |
| Participant deferral / active EE | $678 | $7,181-90.6% | $6,842-90.1% | $5,982-88.7% |
| Admin fee / account holder | $18,770 | $10,807+73.7% | $9,309+101.6% | $11,246+66.9% |