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 | $58,396 | $197,591-70.4% | $177,821-67.2% | $158,922-63.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 17.61% | 58.76%-41.1pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,342 | $6,697-80.0% | $5,918-77.3% | $4,761-71.8% |
| Participant deferral / active EE | $1,892 | $8,405-77.5% | $7,714-75.5% | $5,982-68.4% |
| Admin fee / account holder | $432 | $15,399-97.2% | $12,427-96.5% | $11,246-96.2% |