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 | $73,328 | $133,922-45.2% | $116,228-36.9% | $142,382-48.5% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 11.17% | 147.76%-136.6pp | 90.06%-78.9pp | 217.08%-205.9pp |
| Employer contribution / active EE | $361 | $3,446-89.5% | $2,994-88.0% | $4,299-91.6% |
| Participant deferral / active EE | $361 | $5,672-93.6% | $4,953-92.7% | $6,507-94.5% |
| Admin fee / account holder | $4,565 | $14,945-69.5% | $11,989-61.9% | $12,624-63.8% |