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 | $42,806 | $137,414-68.8% | $189,513-77.4% | $85,850-50.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 13.52% | 38.14%-24.6pp | 555.15%-541.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,178 | $4,344-72.9% | $6,162-80.9% | $2,565-54.1% |
| Participant deferral / active EE | $2,848 | $6,260-54.5% | $8,221-65.4% | $3,952-27.9% |
| Admin fee / account holder | $480 | $8,630-94.4% | $12,045-96.0% | $6,260-92.3% |