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 | $65,049 | $226,064-71.2% | $182,532-64.4% | $152,861-57.4% |
| Participation rate | 86.4% | 82.5%+3.9pp | 78.0%+8.4pp | 82.4%+3.9pp |
| Annual return | 20.03% | 192.51%-172.5pp | 148.54%-128.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $218 | $4,978-95.6% | $4,076-94.6% | $4,762-95.4% |
| Participant deferral / active EE | $1,123 | $6,368-82.4% | $5,524-79.7% | $5,850-80.8% |
| Admin fee / account holder | $2,313 | $10,703-78.4% | $8,592-73.1% | $11,596-80.1% |