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 | $114,490 | $202,318-43.4% | $172,739-33.7% | $152,861-25.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.18% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,207 | $5,856-79.4% | $5,143-76.5% | $4,762-74.7% |
| Participant deferral / active EE | $1,340 | $5,948-77.5% | $5,198-74.2% | $5,850-77.1% |
| Admin fee / account holder | $311 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |