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 | $60,329 | $183,963-67.2% | $162,163-62.8% | $152,861-60.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.54% | 150.76%-126.2pp | 115.59%-91.0pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,207 | $6,371-81.1% | $5,614-78.5% | $4,762-74.7% |
| Participant deferral / active EE | $1,207 | $8,034-85.0% | $7,298-83.5% | $5,850-79.4% |
| Admin fee / account holder | $704 | $13,121-94.6% | $10,843-93.5% | $11,596-93.9% |