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 | $75,097 | $197,591-62.0% | $177,821-57.8% | $158,922-52.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 13.48% | 58.76%-45.3pp | 48.32%-34.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,106 | $6,697-83.5% | $5,918-81.3% | $4,761-76.8% |
| Participant deferral / active EE | $1,668 | $8,405-80.2% | $7,714-78.4% | $5,982-72.1% |
| Admin fee / account holder | $2,104 | $15,399-86.3% | $12,427-83.1% | $11,246-81.3% |