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 | $43,080 | $154,117-72.0% | $129,995-66.9% | $139,434-69.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 11.93% | 32.48%-20.5pp | -137.18%+149.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $661 | $5,289-87.5% | $4,320-84.7% | $4,751-86.1% |
| Participant deferral / active EE | $1,025 | $6,710-84.7% | $5,820-82.4% | $6,710-84.7% |
| Admin fee / account holder | $9,531 | $14,007-32.0% | $10,614-10.2% | $11,403-16.4% |