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 | $153,582 | $202,432-24.1% | $169,368-9.3% | $139,434+10.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.35% | 531.74%-520.4pp | 405.60%-394.3pp | 372.94%-361.6pp |
| Employer contribution / active EE | $131 | $4,692-97.2% | $4,013-96.7% | $4,751-97.2% |
| Participant deferral / active EE | $367 | $6,938-94.7% | $6,221-94.1% | $6,710-94.5% |
| Admin fee / account holder | $1,689 | $10,708-84.2% | $9,003-81.2% | $11,403-85.2% |