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 | $157,700 | $209,832-24.8% | $189,513-16.8% | $167,490-5.8% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 14.51% | 748.27%-733.8pp | 555.15%-540.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,435 | $6,914-79.2% | $6,162-76.7% | $4,837-70.3% |
| Participant deferral / active EE | $2,749 | $8,935-69.2% | $8,221-66.6% | $6,341-56.7% |
| Admin fee / account holder | $121,826 | $14,293+752.3% | $12,045+911.4% | $12,309+889.7% |