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 | $77,421 | $126,574-38.8% | $106,213-27.1% | $145,922-46.9% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 17.49% | 224.79%-207.3pp | 116.14%-98.6pp | 561.29%-543.8pp |
| Employer contribution / active EE | $15 | $3,730-99.6% | $3,171-99.5% | $4,660-99.7% |
| Participant deferral / active EE | $157 | $5,724-97.3% | $5,016-96.9% | $6,688-97.7% |
| Admin fee / account holder | $18,172 | $17,304+5.0% | $11,033+64.7% | $13,397+35.6% |