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 | $56,634 | $126,574-55.3% | $106,213-46.7% | $145,922-61.2% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 8.53% | 224.79%-216.3pp | 116.14%-107.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $636 | $3,730-82.9% | $3,171-79.9% | $4,660-86.3% |
| Participant deferral / active EE | $1,158 | $5,724-79.8% | $5,016-76.9% | $6,688-82.7% |
| Admin fee / account holder | $13,109 | $17,304-24.2% | $11,033+18.8% | $13,397-2.1% |