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 | $103,078 | $168,632-38.9% | $147,614-30.2% | $125,391-17.8% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | 0.73% | 77.65%-76.9pp | 61.98%-61.2pp | 282.22%-281.5pp |
| Employer contribution / active EE | $673 | $6,252-89.2% | $5,564-87.9% | $4,866-86.2% |
| Participant deferral / active EE | $1,735 | $5,507-68.5% | $4,895-64.5% | $5,352-67.6% |
| Admin fee / account holder | $490 | $13,580-96.4% | $11,611-95.8% | $9,540-94.9% |