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 | $75,565 | $148,534-49.1% | $135,903-44.4% | $139,434-45.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.68% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $934 | $5,243-82.2% | $4,856-80.8% | $4,751-80.3% |
| Participant deferral / active EE | $1,869 | $8,100-76.9% | $7,758-75.9% | $6,710-72.1% |
| Admin fee / account holder | $8,523 | $12,400-31.3% | $10,762-20.8% | $11,403-25.3% |