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 | $61,169 | $197,591-69.0% | $177,821-65.6% | $158,922-61.5% |
| Participation rate | 90.5% | 88.5%+1.9pp | 87.7%+2.8pp | 82.0%+8.5pp |
| Annual return | 14.07% | 58.76%-44.7pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,846 | $8,405-66.1% | $7,714-63.1% | $5,982-52.4% |
| Admin fee / account holder | $861 | $15,399-94.4% | $12,427-93.1% | $11,246-92.3% |