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 | $53,695 | $185,822-71.1% | $169,993-68.4% | $139,434-61.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.34% | 60.50%-44.2pp | 53.37%-37.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,435 | $7,590-81.1% | $6,785-78.9% | $4,751-69.8% |
| Participant deferral / active EE | $2,911 | $11,622-75.0% | $10,408-72.0% | $6,710-56.6% |
| Admin fee / account holder | $1,962 | $15,381-87.2% | $12,815-84.7% | $11,403-82.8% |