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 | $48,089 | $209,832-77.1% | $189,513-74.6% | $167,490-71.3% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 10.54% | 748.27%-737.7pp | 555.15%-544.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,610 | $8,935-82.0% | $8,221-80.4% | $6,341-74.6% |
| Admin fee / account holder | $446 | $14,293-96.9% | $12,045-96.3% | $12,309-96.4% |