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 | $50,706 | $114,237-55.6% | $119,258-57.5% | $167,490-69.7% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.6pp | 82.1%+1.2pp |
| Annual return | 14.85% | 29.87%-15.0pp | 30.69%-15.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,098 | $4,481-75.5% | $4,384-75.0% | $4,837-77.3% |
| Participant deferral / active EE | $1,609 | $6,084-73.6% | $6,111-73.7% | $6,341-74.6% |
| Admin fee / account holder | $735 | $8,932-91.8% | $7,226-89.8% | $12,309-94.0% |