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 | $52,244 | $197,591-73.6% | $177,821-70.6% | $158,922-67.1% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 17.17% | 58.76%-41.6pp | 48.32%-31.1pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,320 | $6,697-80.3% | $5,918-77.7% | $4,761-72.3% |
| Participant deferral / active EE | $2,639 | $8,405-68.6% | $7,714-65.8% | $5,982-55.9% |
| Admin fee / account holder | $7,931 | $15,399-48.5% | $12,427-36.2% | $11,246-29.5% |