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 | $95,653 | $185,822-48.5% | $169,993-43.7% | $139,434-31.4% |
| Participation rate | 76.5% | 87.8%-11.3pp | 87.0%-10.5pp | 80.3%-3.8pp |
| Annual return | 10.95% | 60.50%-49.5pp | 53.37%-42.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,280 | $7,590-83.1% | $6,785-81.1% | $4,751-73.1% |
| Participant deferral / active EE | $1,835 | $11,622-84.2% | $10,408-82.4% | $6,710-72.7% |
| Admin fee / account holder | $6,973 | $15,381-54.7% | $12,815-45.6% | $11,403-38.8% |