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 | $28,356 | $150,440-81.2% | $136,294-79.2% | $147,584-80.8% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 13.70% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $587 | $5,256-88.8% | $4,695-87.5% | $4,876-88.0% |
| Participant deferral / active EE | $955 | $6,630-85.6% | $6,247-84.7% | $5,439-82.4% |
| Admin fee / account holder | $40,269 | $10,905+269.3% | $9,243+335.7% | $10,885+269.9% |