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 | $162,638 | $198,466-18.1% | $170,442-4.6% | $147,584+10.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.04% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $885 | $6,184-85.7% | $5,433-83.7% | $4,876-81.9% |
| Participant deferral / active EE | $1,908 | $5,629-66.1% | $4,939-61.4% | $5,439-64.9% |
| Admin fee / account holder | $5,324 | $16,852-68.4% | $13,880-61.6% | $10,885-51.1% |