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 | $101,820 | $197,591-48.5% | $177,821-42.7% | $158,922-35.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 9.88% | 58.76%-48.9pp | 48.32%-38.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $646 | $6,697-90.4% | $5,918-89.1% | $4,761-86.4% |
| Participant deferral / active EE | $1,726 | $8,405-79.5% | $7,714-77.6% | $5,982-71.1% |
| Admin fee / account holder | $1,377 | $15,399-91.1% | $12,427-88.9% | $11,246-87.8% |