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 | $62,843 | $183,963-65.8% | $162,163-61.2% | $152,861-58.9% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.6%-15.3pp | 82.4%-10.2pp |
| Annual return | 13.42% | 150.76%-137.3pp | 115.59%-102.2pp | 345.32%-331.9pp |
| Employer contribution / active EE | $941 | $6,371-85.2% | $5,614-83.2% | $4,762-80.2% |
| Participant deferral / active EE | $1,248 | $8,034-84.5% | $7,298-82.9% | $5,850-78.7% |
| Admin fee / account holder | $4,611 | $13,121-64.9% | $10,843-57.5% | $11,596-60.2% |