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 7-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 | $27,491 | $72,492-62.1% | $87,100-68.4% | $72,985-62.3% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 1668.27% | 24.46%+1643.8pp | 28.19%+1640.1pp | 81.00%+1587.3pp |
| Employer contribution / active EE | $9 | $1,894-99.5% | $2,521-99.6% | $2,440-99.6% |
| Participant deferral / active EE | $1,176 | $3,270-64.0% | $4,049-70.9% | $3,607-67.4% |
| Admin fee / account holder | $3,843 | $5,055-24.0% | $7,497-48.7% | $5,124-25.0% |