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 9-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 | $105,607 | $226,064-53.3% | $182,532-42.1% | $152,861-30.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 159.25% | 192.51%-33.3pp | 148.54%+10.7pp | 345.32%-186.1pp |
| Employer contribution / active EE | $410 | $4,978-91.8% | $4,076-89.9% | $4,762-91.4% |
| Participant deferral / active EE | $513 | $6,368-92.0% | $5,524-90.7% | $5,850-91.2% |
| Admin fee / account holder | $346 | $10,703-96.8% | $8,592-96.0% | $11,596-97.0% |