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 | $107,975 | $183,963-41.3% | $162,163-33.4% | $152,861-29.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 23.51% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $410 | $6,371-93.6% | $5,614-92.7% | $4,762-91.4% |
| Participant deferral / active EE | $2,094 | $8,034-73.9% | $7,298-71.3% | $5,850-64.2% |
| Admin fee / account holder | $6,967 | $13,121-46.9% | $10,843-35.7% | $11,596-39.9% |