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 | $54,633 | $168,632-67.6% | $147,614-63.0% | $125,391-56.4% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 0.15% | 77.65%-77.5pp | 61.98%-61.8pp | 282.22%-282.1pp |
| Employer contribution / active EE | $494 | $6,252-92.1% | $5,564-91.1% | $4,866-89.9% |
| Participant deferral / active EE | $603 | $5,507-89.1% | $4,895-87.7% | $5,352-88.7% |
| Admin fee / account holder | $654 | $13,580-95.2% | $11,611-94.4% | $9,540-93.1% |