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 | $35,943 | $202,318-82.2% | $172,739-79.2% | $152,861-76.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.26% | 1029.65%-1015.4pp | 802.84%-788.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $682 | $5,856-88.4% | $5,143-86.7% | $4,762-85.7% |
| Participant deferral / active EE | $963 | $5,948-83.8% | $5,198-81.5% | $5,850-83.5% |
| Admin fee / account holder | $1,564 | $17,109-90.9% | $13,954-88.8% | $11,596-86.5% |