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 5-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 | $38,846 | $201,272-80.7% | $184,203-78.9% | $145,922-73.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.57% | 29.00%+2.6pp | 28.81%+2.8pp | 561.29%-529.7pp |
| Employer contribution / active EE | $1,000 | $7,022-85.8% | $6,427-84.4% | $4,660-78.5% |
| Participant deferral / active EE | $1,000 | $9,806-89.8% | $9,131-89.0% | $6,688-85.0% |
| Admin fee / account holder | $316 | $16,364-98.1% | $13,901-97.7% | $13,397-97.6% |