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 | $27,202 | $165,335-83.5% | $149,696-81.8% | $158,922-82.9% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 10.57% | 348.15%-337.6pp | 276.60%-266.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $323 | $5,103-93.7% | $4,644-93.0% | $4,761-93.2% |
| Participant deferral / active EE | $1,957 | $7,181-72.7% | $6,842-71.4% | $5,982-67.3% |
| Admin fee / account holder | $963 | $10,807-91.1% | $9,309-89.7% | $11,246-91.4% |