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 | $138,121 | $183,963-24.9% | $162,163-14.8% | $152,861-9.6% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 22.33% | 150.76%-128.4pp | 115.59%-93.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $727 | $6,371-88.6% | $5,614-87.0% | $4,762-84.7% |
| Participant deferral / active EE | $2,349 | $8,034-70.8% | $7,298-67.8% | $5,850-59.8% |
| Admin fee / account holder | $3,250 | $13,121-75.2% | $10,843-70.0% | $11,596-72.0% |