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 4-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 | $38,959 | $93,571-58.4% | $135,903-71.3% | $75,163-48.2% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 4375.18% | 30.90%+4344.3pp | 68.23%+4306.9pp | 160.62%+4214.6pp |
| Employer contribution / active EE | $320 | $3,537-91.0% | $4,856-93.4% | $2,670-88.0% |
| Participant deferral / active EE | $1,103 | $6,404-82.8% | $7,758-85.8% | $4,125-73.3% |
| Admin fee / account holder | $3,116 | $6,975-55.3% | $10,762-71.0% | $5,651-44.9% |