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 | $93,444 | $183,963-49.2% | $162,163-42.4% | $152,861-38.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 22.10% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $772 | $6,371-87.9% | $5,614-86.3% | $4,762-83.8% |
| Participant deferral / active EE | $884 | $8,034-89.0% | $7,298-87.9% | $5,850-84.9% |
| Admin fee / account holder | $340 | $13,121-97.4% | $10,843-96.9% | $11,596-97.1% |