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 | $108,241 | $56,277+92.3% | $80,975+33.7% | $62,891+72.1% |
| Participation rate | 97.9% | 69.0%+28.9pp | 75.8%+22.1pp | 69.3%+28.6pp |
| Annual return | 15.33% | 22.12%-6.8pp | 17.10%-1.8pp | 20.14%-4.8pp |
| Employer contribution / active EE | $73 | $1,943-96.2% | $3,714-98.0% | $2,281-96.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,303 | $3,741-11.7% | $5,516-40.1% | $4,296-23.1% |