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 | $61,459 | $86,286-28.8% | $111,297-44.8% | $85,850-28.4% |
| Participation rate | 72.5% | 73.3%-0.8pp | 77.3%-4.8pp | 69.3%+3.2pp |
| Annual return | 20.60% | 19.99%+0.6pp | 54.65%-34.0pp | 318.53%-297.9pp |
| Employer contribution / active EE | $507 | $2,043-75.2% | $2,731-81.4% | $2,565-80.2% |
| Participant deferral / active EE | $1,668 | $3,641-54.2% | $4,487-62.8% | $3,952-57.8% |
| Admin fee / account holder | $438 | $8,188-94.7% | $7,964-94.5% | $6,260-93.0% |