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 | $188,877 | $176,812+6.8% | $146,665+28.8% | $167,490+12.8% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 17.50% | 24.03%-6.5pp | 22.74%-5.2pp | 478.56%-461.1pp |
| Employer contribution / active EE | $198 | $5,160-96.2% | $4,136-95.2% | $4,837-95.9% |
| Participant deferral / active EE | $1,118 | $6,440-82.6% | $5,506-79.7% | $6,341-82.4% |
| Admin fee / account holder | $1,588 | $13,259-88.0% | $10,280-84.5% | $12,309-87.1% |