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 | $82,163 | $83,477-1.6% | $125,175-34.4% | $72,985+12.6% |
| Participation rate | 95.9% | 73.3%+22.6pp | 79.8%+16.1pp | 69.5%+26.4pp |
| Annual return | 47.19% | 25.78%+21.4pp | 43.79%+3.4pp | 81.00%-33.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,255 | $3,585-65.0% | $4,937-74.6% | $3,607-65.2% |
| Admin fee / account holder | $1,170 | $5,517-78.8% | $9,702-87.9% | $5,124-77.2% |