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 | $140,990 | $176,812-20.3% | $146,665-3.9% | $167,490-15.8% |
| Participation rate | 72.2% | 83.6%-11.4pp | 80.1%-7.8pp | 82.1%-9.9pp |
| Annual return | 10.50% | 24.03%-13.5pp | 22.74%-12.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,806 | $6,440-71.9% | $5,506-67.2% | $6,341-71.5% |
| Admin fee / account holder | $18,933 | $13,259+42.8% | $10,280+84.2% | $12,309+53.8% |