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 | $87,705 | $99,341-11.7% | $84,750+3.5% | $273,961-68.0% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.20% | 22.93%-15.7pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $442 | $4,214-89.5% | $3,574-87.6% | $4,869-90.9% |
| Participant deferral / active EE | $464 | $4,269-89.1% | $3,712-87.5% | $5,287-91.2% |
| Admin fee / account holder | $542 | $6,644-91.8% | $5,332-89.8% | $10,132-94.6% |