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 | $163,101-79.0% | $136,749-74.9% | $142,382-75.9% |
| Participation rate | 70.0% | 78.2%-8.2pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 17.46% | 27.54%-10.1pp | 24.33%-6.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $412 | $4,117-90.0% | $3,400-87.9% | $4,299-90.4% |
| Participant deferral / active EE | $725 | $5,585-87.0% | $4,692-84.5% | $6,507-88.9% |
| Admin fee / account holder | $629 | $14,318-95.6% | $11,386-94.5% | $12,624-95.0% |