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 | $22,558 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.29% | 70.24%-50.9pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $602 | $4,961-87.9% | $4,693-87.2% | $4,299-86.0% |
| Participant deferral / active EE | $1,418 | $8,310-82.9% | $7,997-82.3% | $6,507-78.2% |
| Admin fee / account holder | $1,101 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |