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 | $96,240 | $817,678-88.2% | $392,568-75.5% | $152,861-37.0% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.1%+16.7pp | 82.4%+12.3pp |
| Annual return | 12.67% | 22.84%-10.2pp | 24.42%-11.8pp | 345.32%-332.6pp |
| Employer contribution / active EE | $510 | $5,502-90.7% | $3,783-86.5% | $4,762-89.3% |
| Participant deferral / active EE | $2,359 | $8,398-71.9% | $5,985-60.6% | $5,850-59.7% |
| Admin fee / account holder | $2,056 | $12,095-83.0% | $6,260-67.2% | $11,596-82.3% |