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 | $39,364 | $183,963-78.6% | $162,163-75.7% | $152,861-74.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 16.02% | 150.76%-134.7pp | 115.59%-99.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,350 | $6,371-78.8% | $5,614-76.0% | $4,762-71.7% |
| Participant deferral / active EE | $2,307 | $8,034-71.3% | $7,298-68.4% | $5,850-60.6% |
| Admin fee / account holder | $315 | $13,121-97.6% | $10,843-97.1% | $11,596-97.3% |