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 | $35,234 | $226,064-84.4% | $182,532-80.7% | $152,861-77.0% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.0%-4.6pp | 82.4%-9.1pp |
| Annual return | 15.00% | 192.51%-177.5pp | 148.54%-133.5pp | 345.32%-330.3pp |
| Employer contribution / active EE | $62 | $4,978-98.7% | $4,076-98.5% | $4,762-98.7% |
| Participant deferral / active EE | $710 | $6,368-88.8% | $5,524-87.1% | $5,850-87.9% |
| Admin fee / account holder | $2,842 | $10,703-73.4% | $8,592-66.9% | $11,596-75.5% |