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 | $171,838 | $92,222+86.3% | $76,768+123.8% | $135,375+26.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.05% | 5.46%+2.6pp | 2.43%+5.6pp | 519.73%-511.7pp |
| Employer contribution / active EE | $455 | $3,216-85.9% | $2,485-81.7% | $4,779-90.5% |
| Participant deferral / active EE | $1,259 | $4,509-72.1% | $3,852-67.3% | $5,609-77.5% |
| Admin fee / account holder | $9,040 | $10,748-15.9% | $6,675+35.4% | $10,827-16.5% |