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 | $86,220 | $185,822-53.6% | $169,993-49.3% | $139,434-38.2% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 11.57% | 60.50%-48.9pp | 53.37%-41.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,335 | $7,590-82.4% | $6,785-80.3% | $4,751-71.9% |
| Participant deferral / active EE | $1,973 | $11,622-83.0% | $10,408-81.0% | $6,710-70.6% |
| Admin fee / account holder | $797 | $15,381-94.8% | $12,815-93.8% | $11,403-93.0% |