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 | $46,766 | $198,466-76.4% | $170,442-72.6% | $147,584-68.3% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 22.45% | 257.29%-234.8pp | 205.93%-183.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,235 | $6,184-80.0% | $5,433-77.3% | $4,876-74.7% |
| Participant deferral / active EE | $1,919 | $5,629-65.9% | $4,939-61.1% | $5,439-64.7% |
| Admin fee / account holder | $540 | $16,852-96.8% | $13,880-96.1% | $10,885-95.0% |