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 | $245,412 | $176,812+38.8% | $146,665+67.3% | $167,490+46.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 26.92% | 24.03%+2.9pp | 22.74%+4.2pp | 478.56%-451.6pp |
| Employer contribution / active EE | $326 | $5,160-93.7% | $4,136-92.1% | $4,837-93.3% |
| Participant deferral / active EE | $705 | $6,440-89.0% | $5,506-87.2% | $6,341-88.9% |
| Admin fee / account holder | $14,347 | $13,259+8.2% | $10,280+39.6% | $12,309+16.6% |