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 | $81,146 | $178,174-54.5% | $156,181-48.0% | $137,256-40.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 10.44% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $932 | $4,972-81.3% | $4,294-78.3% | $4,156-77.6% |
| Participant deferral / active EE | $1,268 | $6,888-81.6% | $6,132-79.3% | $6,407-80.2% |
| Admin fee / account holder | $3,649 | $17,404-79.0% | $14,586-75.0% | $12,270-70.3% |