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 | $59,856 | $54,762+9.3% | $90,281-33.7% | $72,985-18.0% |
| Participation rate | 97.4% | 65.1%+32.3pp | 73.3%+24.2pp | 69.5%+27.9pp |
| Annual return | 39.20% | 30.63%+8.6pp | 78.10%-38.9pp | 81.00%-41.8pp |
| Employer contribution / active EE | $13 | $2,092-99.4% | $2,854-99.6% | $2,440-99.5% |
| Participant deferral / active EE | $156 | $2,887-94.6% | $3,885-96.0% | $3,607-95.7% |
| Admin fee / account holder | $7,980 | $3,972+100.9% | $5,351+49.1% | $5,124+55.7% |