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 | $194,306 | $183,963+5.6% | $162,163+19.8% | $152,861+27.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 17.61% | 150.76%-133.2pp | 115.59%-98.0pp | 345.32%-327.7pp |
| Employer contribution / active EE | $433 | $6,371-93.2% | $5,614-92.3% | $4,762-90.9% |
| Participant deferral / active EE | $2,692 | $8,034-66.5% | $7,298-63.1% | $5,850-54.0% |
| Admin fee / account holder | $3,514 | $13,121-73.2% | $10,843-67.6% | $11,596-69.7% |