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 9-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 | $80,409 | $198,466-59.5% | $170,442-52.8% | $147,584-45.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.84% | 257.29%-230.5pp | 205.93%-179.1pp | 578.55%-551.7pp |
| Employer contribution / active EE | $1,232 | $6,184-80.1% | $5,433-77.3% | $4,876-74.7% |
| Participant deferral / active EE | $1,491 | $5,629-73.5% | $4,939-69.8% | $5,439-72.6% |
| Admin fee / account holder | $21,141 | $16,852+25.5% | $13,880+52.3% | $10,885+94.2% |