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 | $60,774 | $148,534-59.1% | $135,903-55.3% | $139,434-56.4% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 13.69% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.3pp |
| Employer contribution / active EE | $435 | $5,243-91.7% | $4,856-91.0% | $4,751-90.8% |
| Participant deferral / active EE | $1,015 | $8,100-87.5% | $7,758-86.9% | $6,710-84.9% |
| Admin fee / account holder | $4,020 | $12,400-67.6% | $10,762-62.6% | $11,403-64.7% |