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 | $27,643 | $185,822-85.1% | $169,993-83.7% | $139,434-80.2% |
| Participation rate | 73.7% | 87.8%-14.1pp | 87.0%-13.3pp | 80.3%-6.6pp |
| Annual return | 13.35% | 60.50%-47.2pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $735 | $7,590-90.3% | $6,785-89.2% | $4,751-84.5% |
| Participant deferral / active EE | $1,451 | $11,622-87.5% | $10,408-86.1% | $6,710-78.4% |
| Admin fee / account holder | $933 | $15,381-93.9% | $12,815-92.7% | $11,403-91.8% |