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 | $55,879 | $179,726-68.9% | $156,263-64.2% | $142,382-60.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 16.27% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $56 | $5,069-98.9% | $4,333-98.7% | $4,299-98.7% |
| Participant deferral / active EE | $130 | $6,956-98.1% | $6,158-97.9% | $6,507-98.0% |
| Admin fee / account holder | $36,253 | $17,272+109.9% | $14,255+154.3% | $12,624+187.2% |