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 | $107,126 | $175,202-38.9% | $149,673-28.4% | $139,434-23.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.66% | 166.71%-155.0pp | 134.42%-122.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $465 | $5,474-91.5% | $4,818-90.4% | $4,751-90.2% |
| Participant deferral / active EE | $197 | $6,519-97.0% | $5,680-96.5% | $6,710-97.1% |
| Admin fee / account holder | $4,668 | $16,150-71.1% | $13,210-64.7% | $11,403-59.1% |