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 | $29,430 | $214,378-86.3% | $200,582-85.3% | $142,382-79.3% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 21.31% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,334 | $6,841-80.5% | $6,419-79.2% | $4,299-69.0% |
| Participant deferral / active EE | $1,501 | $9,865-84.8% | $9,331-83.9% | $6,507-76.9% |
| Admin fee / account holder | $2,504 | $17,692-85.8% | $16,305-84.6% | $12,624-80.2% |