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 | $26,864 | $201,272-86.7% | $184,203-85.4% | $145,922-81.6% |
| Participation rate | 87.0% | 87.5%-0.5pp | 86.8%+0.1pp | 80.3%+6.7pp |
| Annual return | 18.21% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $119 | $7,022-98.3% | $6,427-98.2% | $4,660-97.4% |
| Participant deferral / active EE | $2,507 | $9,806-74.4% | $9,131-72.5% | $6,688-62.5% |
| Admin fee / account holder | $4,289 | $16,364-73.8% | $13,901-69.1% | $13,397-68.0% |