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 | $44,750 | $209,411-78.6% | $178,490-74.9% | $158,922-71.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.30% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $837 | $5,706-85.3% | $5,011-83.3% | $4,761-82.4% |
| Participant deferral / active EE | $1,673 | $5,954-71.9% | $5,202-67.8% | $5,982-72.0% |
| Admin fee / account holder | $1,449 | $17,074-91.5% | $13,984-89.6% | $11,246-87.1% |