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 | $63,390 | $171,865-63.1% | $149,718-57.7% | $147,584-57.0% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 15.89% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $292 | $6,275-95.4% | $5,445-94.6% | $4,876-94.0% |
| Participant deferral / active EE | $1,459 | $7,271-79.9% | $6,569-77.8% | $5,439-73.2% |
| Admin fee / account holder | $2,575 | $13,799-81.3% | $11,283-77.2% | $10,885-76.3% |