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 | $62,836 | $209,336-70.0% | $197,124-68.1% | $137,256-54.2% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 15.15% | 48.09%-32.9pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,124 | $6,591-82.9% | $6,227-82.0% | $4,156-73.0% |
| Participant deferral / active EE | $2,036 | $9,614-78.8% | $9,135-77.7% | $6,407-68.2% |
| Admin fee / account holder | $13,920 | $17,308-19.6% | $16,298-14.6% | $12,270+13.4% |