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 | $147,897 | $183,963-19.6% | $162,163-8.8% | $152,861-3.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.93% | 150.76%-127.8pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $771 | $6,371-87.9% | $5,614-86.3% | $4,762-83.8% |
| Participant deferral / active EE | $2,437 | $8,034-69.7% | $7,298-66.6% | $5,850-58.4% |
| Admin fee / account holder | $6,838 | $13,121-47.9% | $10,843-36.9% | $11,596-41.0% |