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 | $102,723 | $110,257-6.8% | $96,544+6.4% | $139,434-26.3% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 13.27% | 26.32%-13.0pp | 25.84%-12.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $633 | $5,548-88.6% | $4,851-87.0% | $6,710-90.6% |
| Admin fee / account holder | $3,860 | $11,591-66.7% | $8,252-53.2% | $11,403-66.1% |