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 | $97,618 | $137,414-29.0% | $189,513-48.5% | $85,850+13.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 12.17% | 38.14%-26.0pp | 555.15%-543.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,143 | $6,260-65.8% | $8,221-73.9% | $3,952-45.8% |
| Admin fee / account holder | $4,648 | $8,630-46.1% | $12,045-61.4% | $6,260-25.7% |