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 | $196,458 | $175,202+12.1% | $149,673+31.3% | $139,434+40.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 28.25% | 166.71%-138.5pp | 134.42%-106.2pp | 372.94%-344.7pp |
| Employer contribution / active EE | $78 | $5,474-98.6% | $4,818-98.4% | $4,751-98.4% |
| Participant deferral / active EE | $484 | $6,519-92.6% | $5,680-91.5% | $6,710-92.8% |
| Admin fee / account holder | $26,126 | $16,150+61.8% | $13,210+97.8% | $11,403+129.1% |