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 | $57,359 | $197,591-71.0% | $177,821-67.7% | $158,922-63.9% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.7%-13.8pp | 82.0%-8.0pp |
| Annual return | 11.42% | 58.76%-47.3pp | 48.32%-36.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $880 | $6,697-86.9% | $5,918-85.1% | $4,761-81.5% |
| Participant deferral / active EE | $2,781 | $8,405-66.9% | $7,714-63.9% | $5,982-53.5% |
| Admin fee / account holder | $1,371 | $15,399-91.1% | $12,427-89.0% | $11,246-87.8% |