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 | $85,971 | $185,822-53.7% | $169,993-49.4% | $139,434-38.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.25% | 60.50%-48.3pp | 53.37%-41.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $378 | $7,590-95.0% | $6,785-94.4% | $4,751-92.0% |
| Participant deferral / active EE | $1,513 | $11,622-87.0% | $10,408-85.5% | $6,710-77.5% |
| Admin fee / account holder | $1,158 | $15,381-92.5% | $12,815-91.0% | $11,403-89.8% |