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 9-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 | $57,195 | $209,411-72.7% | $178,490-68.0% | $158,922-64.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 8.10% | 188.75%-180.7pp | 151.07%-143.0pp | 302.83%-294.7pp |
| Employer contribution / active EE | $477 | $5,706-91.6% | $5,011-90.5% | $4,761-90.0% |
| Participant deferral / active EE | $2,000 | $5,954-66.4% | $5,202-61.6% | $5,982-66.6% |
| Admin fee / account holder | $759 | $17,074-95.6% | $13,984-94.6% | $11,246-93.2% |