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 | $78,104 | $152,587-48.8% | $125,175-37.6% | $152,861-48.9% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 19.78% | 54.84%-35.1pp | 43.79%-24.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,171 | $5,868-80.0% | $4,937-76.3% | $5,850-80.0% |
| Admin fee / account holder | $3,243 | $13,434-75.9% | $9,702-66.6% | $11,596-72.0% |