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 | $180,932 | $160,055+13.0% | $140,016+29.2% | $135,375+33.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -4.07% | 911.38%-915.4pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $310 | $6,420-95.2% | $5,606-94.5% | $4,779-93.5% |
| Participant deferral / active EE | $1,450 | $7,642-81.0% | $6,927-79.1% | $5,609-74.1% |
| Admin fee / account holder | $11,055 | $13,328-17.1% | $10,705+3.3% | $10,827+2.1% |