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 | $200,492 | $148,534+35.0% | $135,903+47.5% | $139,434+43.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.89% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $843 | $5,243-83.9% | $4,856-82.6% | $4,751-82.2% |
| Participant deferral / active EE | $1,310 | $8,100-83.8% | $7,758-83.1% | $6,710-80.5% |
| Admin fee / account holder | $8,510 | $12,400-31.4% | $10,762-20.9% | $11,403-25.4% |