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 | $25,817 | $135,952-81.0% | $123,892-79.2% | $273,961-90.6% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 9.78% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $526 | $5,170-89.8% | $4,617-88.6% | $4,869-89.2% |
| Participant deferral / active EE | $1,052 | $6,343-83.4% | $5,984-82.4% | $5,287-80.1% |
| Admin fee / account holder | $330 | $9,817-96.6% | $8,357-96.1% | $10,132-96.7% |