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 | $106,902 | $162,781-34.3% | $133,956-20.2% | $158,922-32.7% |
| Participation rate | 78.6% | 83.2%-4.6pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 15.89% | 41.94%-26.1pp | 45.09%-29.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,362 | $5,911-77.0% | $5,048-73.0% | $5,982-77.2% |
| Admin fee / account holder | $1,452 | $11,736-87.6% | $8,927-83.7% | $11,246-87.1% |