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 | $23,745 | $177,572-86.6% | $154,803-84.7% | $142,382-83.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.83% | 65.07%-49.2pp | 58.88%-43.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $599 | $4,810-87.6% | $4,305-86.1% | $4,299-86.1% |
| Participant deferral / active EE | $1,235 | $6,272-80.3% | $5,540-77.7% | $6,507-81.0% |
| Admin fee / account holder | $876 | $16,786-94.8% | $14,329-93.9% | $12,624-93.1% |