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 | $26,725 | $183,519-85.4% | $155,509-82.8% | $145,922-81.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.02% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $973 | $5,313-81.7% | $4,672-79.2% | $4,660-79.1% |
| Participant deferral / active EE | $1,560 | $6,462-75.9% | $5,626-72.3% | $6,688-76.7% |
| Admin fee / account holder | $1,354 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |