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 | $75,839 | $183,963-58.8% | $162,163-53.2% | $152,861-50.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 19.92% | 150.76%-130.8pp | 115.59%-95.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,049 | $6,371-83.5% | $5,614-81.3% | $4,762-78.0% |
| Participant deferral / active EE | $2,476 | $8,034-69.2% | $7,298-66.1% | $5,850-57.7% |
| Admin fee / account holder | $1,058 | $13,121-91.9% | $10,843-90.2% | $11,596-90.9% |