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 | $34,318 | $161,352-78.7% | $134,172-74.4% | $137,256-75.0% |
| Participation rate | 70.0% | 78.3%-8.3pp | 72.5%-2.5pp | 80.0%-10.0pp |
| Annual return | 17.46% | 28.72%-11.3pp | 25.30%-7.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $412 | $4,099-90.0% | $3,420-88.0% | $4,156-90.1% |
| Participant deferral / active EE | $725 | $5,552-86.9% | $4,690-84.5% | $6,407-88.7% |
| Admin fee / account holder | $629 | $15,028-95.8% | $12,016-94.8% | $12,270-94.9% |