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 | $70,235 | $162,781-56.9% | $133,956-47.6% | $158,922-55.8% |
| Participation rate | 82.6% | 83.2%-0.6pp | 79.8%+2.8pp | 82.0%+0.7pp |
| Annual return | 20.71% | 41.94%-21.2pp | 45.09%-24.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $413 | $4,975-91.7% | $3,919-89.5% | $4,761-91.3% |
| Participant deferral / active EE | $632 | $5,911-89.3% | $5,048-87.5% | $5,982-89.4% |
| Admin fee / account holder | $2,653 | $11,736-77.4% | $8,927-70.3% | $11,246-76.4% |