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 | $151,896 | $209,336-27.4% | $197,124-22.9% | $137,256+10.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.89% | 48.09%-34.2pp | 44.34%-30.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $72 | $6,591-98.9% | $6,227-98.8% | $4,156-98.3% |
| Participant deferral / active EE | $1,167 | $9,614-87.9% | $9,135-87.2% | $6,407-81.8% |
| Admin fee / account holder | $68,680 | $17,308+296.8% | $16,298+321.4% | $12,270+459.7% |