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 | $53,113 | $87,841-39.5% | $133,980-60.4% | $62,891-15.5% |
| Participation rate | 83.3% | 83.4%0pp | 87.1%-3.7pp | 69.3%+14.0pp |
| Annual return | 16.36% | 12.05%+4.3pp | 29.30%-12.9pp | 20.14%-3.8pp |
| Employer contribution / active EE | $627 | $3,483-82.0% | $5,211-88.0% | $2,281-72.5% |
| Participant deferral / active EE | $2,192 | $4,812-54.4% | $6,282-65.1% | $3,203-31.6% |
| Admin fee / account holder | $1,152 | $5,371-78.6% | $9,324-87.6% | $4,296-73.2% |