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 | $79,128 | $183,963-57.0% | $162,163-51.2% | $152,861-48.2% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 22.60% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $583 | $6,371-90.8% | $5,614-89.6% | $4,762-87.8% |
| Participant deferral / active EE | $1,524 | $8,034-81.0% | $7,298-79.1% | $5,850-74.0% |
| Admin fee / account holder | $1,475 | $13,121-88.8% | $10,843-86.4% | $11,596-87.3% |