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 | $53,290 | $152,587-65.1% | $125,175-57.4% | $152,861-65.1% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 14.83% | 54.84%-40.0pp | 43.79%-29.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,751 | $5,868-70.2% | $4,937-64.5% | $5,850-70.1% |
| Admin fee / account holder | $2,969 | $13,434-77.9% | $9,702-69.4% | $11,596-74.4% |