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 | $67,431 | $167,484-59.7% | $151,611-55.5% | $134,475-49.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 0.95% | 7.80%-6.8pp | 3.33%-2.4pp | 417.96%-417.0pp |
| Employer contribution / active EE | $487 | $6,829-92.9% | $6,166-92.1% | $4,740-89.7% |
| Participant deferral / active EE | $487 | $8,986-94.6% | $8,363-94.2% | $6,400-92.4% |
| Admin fee / account holder | $754 | $13,783-94.5% | $11,616-93.5% | $11,426-93.4% |