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 | $51,380 | $197,591-74.0% | $177,821-71.1% | $158,922-67.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 9.10% | 58.76%-49.7pp | 48.32%-39.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $312 | $6,697-95.3% | $5,918-94.7% | $4,761-93.5% |
| Participant deferral / active EE | $1,592 | $8,405-81.1% | $7,714-79.4% | $5,982-73.4% |
| Admin fee / account holder | $6,709 | $15,399-56.4% | $12,427-46.0% | $11,246-40.3% |