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 | $164,624 | $179,726-8.4% | $156,263+5.4% | $142,382+15.6% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 14.10% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,676 | $6,956-75.9% | $6,158-72.8% | $6,507-74.2% |
| Admin fee / account holder | $3,169 | $17,272-81.7% | $14,255-77.8% | $12,624-74.9% |