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 | $40,275 | $197,591-79.6% | $177,821-77.4% | $158,922-74.7% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.7%-5.1pp | 82.0%+0.7pp |
| Annual return | 21.10% | 58.76%-37.7pp | 48.32%-27.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,015 | $6,697-84.8% | $5,918-82.8% | $4,761-78.7% |
| Participant deferral / active EE | $2,286 | $8,405-72.8% | $7,714-70.4% | $5,982-61.8% |
| Admin fee / account holder | $3,242 | $15,399-78.9% | $12,427-73.9% | $11,246-71.2% |