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 | $67,285 | $197,591-65.9% | $177,821-62.2% | $158,922-57.7% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.7%-15.5pp | 82.0%-9.7pp |
| Annual return | 15.13% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $978 | $6,697-85.4% | $5,918-83.5% | $4,761-79.5% |
| Participant deferral / active EE | $1,365 | $8,405-83.8% | $7,714-82.3% | $5,982-77.2% |
| Admin fee / account holder | $3,932 | $15,399-74.5% | $12,427-68.4% | $11,246-65.0% |