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 7-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 | $26,619 | $209,336-87.3% | $197,124-86.5% | $137,256-80.6% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 14.88% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,185 | $6,591-82.0% | $6,227-81.0% | $4,156-71.5% |
| Participant deferral / active EE | $1,467 | $9,614-84.7% | $9,135-83.9% | $6,407-77.1% |
| Admin fee / account holder | $1,053 | $17,308-93.9% | $16,298-93.5% | $12,270-91.4% |