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 | $45,639 | $159,602-71.4% | $150,045-69.6% | $142,382-67.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.43% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $87 | $8,310-99.0% | $7,997-98.9% | $6,507-98.7% |
| Admin fee / account holder | $322 | $14,846-97.8% | $13,435-97.6% | $12,624-97.5% |