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 | $127,079 | $180,028-29.4% | $138,135-8.0% | $158,922-20.0% |
| Participation rate | 80.0% | 82.2%-2.2pp | 78.7%+1.3pp | 82.0%-2.0pp |
| Annual return | 12.21% | 21.68%-9.5pp | 20.51%-8.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $770 | $7,470-89.7% | $5,587-86.2% | $4,761-83.8% |
| Participant deferral / active EE | $1,146 | $7,717-85.2% | $6,431-82.2% | $5,982-80.8% |
| Admin fee / account holder | $4,127 | $17,912-77.0% | $11,856-65.2% | $11,246-63.3% |