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 | $110,308 | $198,466-44.4% | $170,442-35.3% | $147,584-25.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.11% | 257.29%-245.2pp | 205.93%-193.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $39 | $6,184-99.4% | $5,433-99.3% | $4,876-99.2% |
| Participant deferral / active EE | $59 | $5,629-99.0% | $4,939-98.8% | $5,439-98.9% |
| Admin fee / account holder | $771 | $16,852-95.4% | $13,880-94.4% | $10,885-92.9% |