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 | $77,508 | $183,963-57.9% | $162,163-52.2% | $152,861-49.3% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.4%+1.8pp |
| Annual return | 26.95% | 150.76%-123.8pp | 115.59%-88.6pp | 345.32%-318.4pp |
| Employer contribution / active EE | $601 | $6,371-90.6% | $5,614-89.3% | $4,762-87.4% |
| Participant deferral / active EE | $1,121 | $8,034-86.0% | $7,298-84.6% | $5,850-80.8% |
| Admin fee / account holder | $1,316 | $13,121-90.0% | $10,843-87.9% | $11,596-88.7% |