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 | $97,533 | $175,202-44.3% | $149,673-34.8% | $139,434-30.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.57% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $989 | $5,474-81.9% | $4,818-79.5% | $4,751-79.2% |
| Participant deferral / active EE | $906 | $6,519-86.1% | $5,680-84.0% | $6,710-86.5% |
| Admin fee / account holder | $133,466 | $16,150+726.4% | $13,210+910.4% | $11,403+1070.5% |