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 | $84,659 | $198,466-57.3% | $170,442-50.3% | $147,584-42.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.25% | 257.29%-246.0pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,288 | $6,184-79.2% | $5,433-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $1,836 | $5,629-67.4% | $4,939-62.8% | $5,439-66.2% |
| Admin fee / account holder | $1,565 | $16,852-90.7% | $13,880-88.7% | $10,885-85.6% |