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 | $56,842 | $198,466-71.4% | $170,442-66.7% | $147,584-61.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 11.17% | 257.29%-246.1pp | 205.93%-194.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $578 | $6,184-90.7% | $5,433-89.4% | $4,876-88.1% |
| Participant deferral / active EE | $794 | $5,629-85.9% | $4,939-83.9% | $5,439-85.4% |
| Admin fee / account holder | $1,390 | $16,852-91.8% | $13,880-90.0% | $10,885-87.2% |