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 | $71,781 | $165,984-56.8% | $164,813-56.4% | $145,922-50.8% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 10.12% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,041 | $5,273-80.3% | $4,341-76.0% | $4,660-77.7% |
| Participant deferral / active EE | $1,625 | $6,959-76.6% | $6,031-73.1% | $6,688-75.7% |
| Admin fee / account holder | $35,582 | $16,648+113.7% | $12,690+180.4% | $13,397+165.6% |