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 | $236,134 | $114,381+106.4% | $107,525+119.6% | $142,382+65.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.36% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $536 | $4,015-86.7% | $3,754-85.7% | $4,299-87.5% |
| Participant deferral / active EE | $1,200 | $5,564-78.4% | $5,116-76.6% | $6,507-81.6% |
| Admin fee / account holder | $3,240 | $9,860-67.1% | $8,919-63.7% | $12,624-74.3% |