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 | $45,473 | $217,402-79.1% | $185,823-75.5% | $167,490-72.9% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 9.04% | 148.36%-139.3pp | 122.05%-113.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $950 | $5,873-83.8% | $5,167-81.6% | $4,837-80.4% |
| Participant deferral / active EE | $1,342 | $6,356-78.9% | $5,568-75.9% | $6,341-78.8% |
| Admin fee / account holder | $1,345 | $19,811-93.2% | $16,237-91.7% | $12,309-89.1% |