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 | $173,902 | $157,256+10.6% | $141,162+23.2% | $152,861+13.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.57% | 64.32%-46.8pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $394 | $5,261-92.5% | $4,735-91.7% | $4,762-91.7% |
| Participant deferral / active EE | $748 | $7,109-89.5% | $6,709-88.9% | $5,850-87.2% |
| Admin fee / account holder | $1,018 | $12,120-91.6% | $10,261-90.1% | $11,596-91.2% |