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 | $40,635 | $154,117-73.6% | $129,995-68.7% | $139,434-70.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 22.04% | 32.48%-10.4pp | -137.18%+159.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $389 | $5,289-92.6% | $4,320-91.0% | $4,751-91.8% |
| Participant deferral / active EE | $923 | $6,710-86.3% | $5,820-84.1% | $6,710-86.3% |
| Admin fee / account holder | $774 | $14,007-94.5% | $10,614-92.7% | $11,403-93.2% |