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 | $136,923 | $176,056-22.2% | $159,436-14.1% | $167,490-18.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 37.00% | 331.75%-294.7pp | 263.57%-226.6pp | 478.56%-441.6pp |
| Employer contribution / active EE | $221 | $5,297-95.8% | $4,829-95.4% | $4,837-95.4% |
| Participant deferral / active EE | $1,777 | $7,750-77.1% | $7,352-75.8% | $6,341-72.0% |
| Admin fee / account holder | $523 | $12,554-95.8% | $10,799-95.2% | $12,309-95.7% |