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 | $13,554 | $106,515-87.3% | $96,683-86.0% | $139,434-90.3% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 17.19% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $423 | $4,103-89.7% | $3,737-88.7% | $4,751-91.1% |
| Participant deferral / active EE | $693 | $5,454-87.3% | $4,878-85.8% | $6,710-89.7% |
| Admin fee / account holder | $777 | $7,877-90.1% | $6,730-88.4% | $11,403-93.2% |