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 | $96,031 | $172,111-44.2% | $150,298-36.1% | $137,256-30.0% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 11.74% | 69.37%-57.6pp | 62.79%-51.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $648 | $4,636-86.0% | $4,154-84.4% | $4,156-84.4% |
| Participant deferral / active EE | $811 | $6,166-86.9% | $5,453-85.1% | $6,407-87.3% |
| Admin fee / account holder | $38,717 | $16,471+135.1% | $14,116+174.3% | $12,270+215.5% |