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 | $90,304 | $209,832-57.0% | $189,513-52.3% | $167,490-46.1% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 11.81% | 748.27%-736.5pp | 555.15%-543.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,410 | $6,914-79.6% | $6,162-77.1% | $4,837-70.8% |
| Participant deferral / active EE | $1,811 | $8,935-79.7% | $8,221-78.0% | $6,341-71.4% |
| Admin fee / account holder | $779 | $14,293-94.5% | $12,045-93.5% | $12,309-93.7% |