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 | $108,741 | $111,535-2.5% | $105,223+3.3% | $137,256-20.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.21% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $413 | $3,939-89.5% | $3,689-88.8% | $4,156-90.1% |
| Participant deferral / active EE | $1,131 | $5,500-79.4% | $5,072-77.7% | $6,407-82.3% |
| Admin fee / account holder | $8,254 | $9,721-15.1% | $8,859-6.8% | $12,270-32.7% |