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 | $72,217 | $176,812-59.2% | $146,665-50.8% | $167,490-56.9% |
| Participation rate | 72.7% | 83.6%-10.9pp | 80.1%-7.3pp | 82.1%-9.4pp |
| Annual return | 13.19% | 24.03%-10.8pp | 22.74%-9.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,013 | $6,440-84.3% | $5,506-81.6% | $6,341-84.0% |
| Admin fee / account holder | $1,275 | $13,259-90.4% | $10,280-87.6% | $12,309-89.6% |