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 | $80,772 | $185,822-56.5% | $169,993-52.5% | $139,434-42.1% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 17.94% | 60.50%-42.6pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,145 | $7,590-84.9% | $6,785-83.1% | $4,751-75.9% |
| Participant deferral / active EE | $1,418 | $11,622-87.8% | $10,408-86.4% | $6,710-78.9% |
| Admin fee / account holder | $10,922 | $15,381-29.0% | $12,815-14.8% | $11,403-4.2% |