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 | $29,165 | $159,934-81.8% | $147,005-80.2% | $145,959-80.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.89% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $597 | $5,287-88.7% | $4,934-87.9% | $4,661-87.2% |
| Participant deferral / active EE | $895 | $8,427-89.4% | $8,070-88.9% | $6,689-86.6% |
| Admin fee / account holder | $398 | $15,053-97.4% | $13,006-96.9% | $13,398-97.0% |