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 | $20,614 | $140,940-85.4% | $112,229-81.6% | $139,434-85.2% |
| Participation rate | 73.9% | 79.2%-5.3pp | 72.4%+1.5pp | 80.3%-6.4pp |
| Annual return | 10.96% | 32.71%-21.7pp | 30.20%-19.2pp | 372.94%-362.0pp |
| Employer contribution / active EE | $746 | $4,283-82.6% | $3,430-78.3% | $4,751-84.3% |
| Participant deferral / active EE | $1,214 | $5,874-79.3% | $4,798-74.7% | $6,710-81.9% |
| Admin fee / account holder | $513 | $9,954-94.8% | $7,748-93.4% | $11,403-95.5% |