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 | $34,818 | $114,047-69.5% | $96,139-63.8% | $167,490-79.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 12.99% | 189.88%-176.9pp | 191.94%-179.0pp | 478.56%-465.6pp |
| Employer contribution / active EE | $275 | $3,427-92.0% | $2,797-90.2% | $4,837-94.3% |
| Participant deferral / active EE | $275 | $5,194-94.7% | $4,349-93.7% | $6,341-95.7% |
| Admin fee / account holder | $8,003 | $6,897+16.0% | $5,537+44.5% | $12,309-35.0% |