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 | $55,712 | $155,788-64.2% | $124,672-55.3% | $167,490-66.7% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 31.97% | 17.97%+14.0pp | 5142.93%-5111.0pp | 478.56%-446.6pp |
| Employer contribution / active EE | $631 | $4,163-84.8% | $3,324-81.0% | $4,837-87.0% |
| Participant deferral / active EE | $868 | $5,673-84.7% | $4,614-81.2% | $6,341-86.3% |
| Admin fee / account holder | $451 | $9,531-95.3% | $7,493-94.0% | $12,309-96.3% |