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 | $107,332 | $118,450-9.4% | $98,439+9.0% | $139,434-23.0% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 14.26% | 18.94%-4.7pp | 21.16%-6.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $367 | $3,609-89.8% | $3,048-88.0% | $4,751-92.3% |
| Participant deferral / active EE | $1,366 | $5,392-74.7% | $4,738-71.2% | $6,710-79.6% |
| Admin fee / account holder | $12,929 | $14,026-7.8% | $8,948+44.5% | $11,403+13.4% |