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 | $186,711 | $106,515+75.3% | $96,683+93.1% | $139,434+33.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 11.92% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $411 | $4,103-90.0% | $3,737-89.0% | $4,751-91.3% |
| Participant deferral / active EE | $1,086 | $5,454-80.1% | $4,878-77.7% | $6,710-83.8% |
| Admin fee / account holder | $1,105 | $7,877-86.0% | $6,730-83.6% | $11,403-90.3% |