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 7-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 | $94,057 | $185,822-49.4% | $169,993-44.7% | $139,434-32.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.67% | 60.50%-37.8pp | 53.37%-30.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,262 | $7,590-83.4% | $6,785-81.4% | $4,751-73.4% |
| Participant deferral / active EE | $1,472 | $11,622-87.3% | $10,408-85.9% | $6,710-78.1% |
| Admin fee / account holder | $11,845 | $15,381-23.0% | $12,815-7.6% | $11,403+3.9% |