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 | $93,334 | $124,319-24.9% | $111,297-16.1% | $167,490-44.3% |
| Participation rate | 93.8% | 79.6%+14.1pp | 77.3%+16.4pp | 82.1%+11.6pp |
| Annual return | 17.90% | 37.44%-19.5pp | 54.65%-36.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $614 | $3,435-82.1% | $2,731-77.5% | $4,837-87.3% |
| Participant deferral / active EE | $1,566 | $5,180-69.8% | $4,487-65.1% | $6,341-75.3% |
| Admin fee / account holder | $3,210 | $10,618-69.8% | $7,964-59.7% | $12,309-73.9% |