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 | $58,727 | $183,963-68.1% | $162,163-63.8% | $152,861-61.6% |
| Participation rate | 87.0% | 88.5%-1.5pp | 87.6%-0.6pp | 82.4%+4.5pp |
| Annual return | 15.22% | 150.76%-135.5pp | 115.59%-100.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $886 | $6,371-86.1% | $5,614-84.2% | $4,762-81.4% |
| Participant deferral / active EE | $2,476 | $8,034-69.2% | $7,298-66.1% | $5,850-57.7% |
| Admin fee / account holder | $2,710 | $13,121-79.3% | $10,843-75.0% | $11,596-76.6% |