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 | $60,822 | $197,591-69.2% | $177,821-65.8% | $158,922-61.7% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.7%-3.5pp | 82.0%+2.3pp |
| Annual return | 14.09% | 58.76%-44.7pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $916 | $6,697-86.3% | $5,918-84.5% | $4,761-80.8% |
| Participant deferral / active EE | $2,997 | $8,405-64.3% | $7,714-61.2% | $5,982-49.9% |
| Admin fee / account holder | $1,643 | $15,399-89.3% | $12,427-86.8% | $11,246-85.4% |