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 | $85,488 | $210,408-59.4% | $153,485-44.3% | $145,922-41.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.45% | 13.37%-0.9pp | 15.65%-3.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,111 | $6,048-81.6% | $5,039-77.9% | $4,660-76.2% |
| Participant deferral / active EE | $1,483 | $7,975-81.4% | $6,757-78.1% | $6,688-77.8% |
| Admin fee / account holder | $736 | $19,419-96.2% | $12,724-94.2% | $13,397-94.5% |