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 | $237,744 | $201,272+18.1% | $184,203+29.1% | $145,922+62.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.50% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $452 | $7,022-93.6% | $6,427-93.0% | $4,660-90.3% |
| Participant deferral / active EE | $673 | $9,806-93.1% | $9,131-92.6% | $6,688-89.9% |
| Admin fee / account holder | $22,097 | $16,364+35.0% | $13,901+59.0% | $13,397+64.9% |