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 | $133,632 | $124,425+7.4% | $112,040+19.3% | $137,256-2.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 11.52% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $777 | $3,411-77.2% | $2,954-73.7% | $4,156-81.3% |
| Participant deferral / active EE | $1,589 | $5,718-72.2% | $5,098-68.8% | $6,407-75.2% |
| Admin fee / account holder | $4,545 | $15,207-70.1% | $12,098-62.4% | $12,270-63.0% |