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 | $43,461 | $180,449-75.9% | $154,107-71.8% | $135,375-67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.34% | 888.09%-879.7pp | 735.12%-726.8pp | 519.73%-511.4pp |
| Employer contribution / active EE | $880 | $6,035-85.4% | $5,298-83.4% | $4,779-81.6% |
| Participant deferral / active EE | $1,236 | $5,806-78.7% | $5,081-75.7% | $5,609-78.0% |
| Admin fee / account holder | $5,321 | $16,143-67.0% | $13,411-60.3% | $10,827-50.9% |