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 | $43,525 | $176,056-75.3% | $159,436-72.7% | $167,490-74.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.60% | 331.75%-316.1pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $184 | $5,297-96.5% | $4,829-96.2% | $4,837-96.2% |
| Participant deferral / active EE | $515 | $7,750-93.4% | $7,352-93.0% | $6,341-91.9% |
| Admin fee / account holder | $555 | $12,554-95.6% | $10,799-94.9% | $12,309-95.5% |