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 | $115,356 | $227,553-49.3% | $189,557-39.1% | $167,490-31.1% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 15.66% | 78.40%-62.7pp | 64.17%-48.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $302 | $5,316-94.3% | $4,412-93.1% | $4,837-93.7% |
| Participant deferral / active EE | $1,210 | $7,002-82.7% | $6,174-80.4% | $6,341-80.9% |
| Admin fee / account holder | $17,185 | $11,878+44.7% | $9,807+75.2% | $12,309+39.6% |