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 | $52,042 | $150,440-65.4% | $136,294-61.8% | $147,584-64.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.10% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $382 | $5,256-92.7% | $4,695-91.9% | $4,876-92.2% |
| Participant deferral / active EE | $1,970 | $6,630-70.3% | $6,247-68.5% | $5,439-63.8% |
| Admin fee / account holder | $12,421 | $10,905+13.9% | $9,243+34.4% | $10,885+14.1% |