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 | $173,021 | $209,411-17.4% | $178,490-3.1% | $158,922+8.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 27.36% | 188.75%-161.4pp | 151.07%-123.7pp | 302.83%-275.5pp |
| Employer contribution / active EE | $510 | $5,706-91.1% | $5,011-89.8% | $4,761-89.3% |
| Participant deferral / active EE | $669 | $5,954-88.8% | $5,202-87.1% | $5,982-88.8% |
| Admin fee / account holder | $16,292 | $17,074-4.6% | $13,984+16.5% | $11,246+44.9% |