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 | $155,649 | $104,251+49.3% | $91,001+71.0% | $147,584+5.5% |
| Participation rate | 84.2% | 78.2%+6.0pp | 75.6%+8.6pp | 82.8%+1.4pp |
| Annual return | 10.18% | 27.06%-16.9pp | 4.60%+5.6pp | 578.55%-568.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $763 | $4,195-81.8% | $3,547-78.5% | $5,439-86.0% |
| Admin fee / account holder | $3,239 | $8,948-63.8% | $5,417-40.2% | $10,885-70.2% |