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 | $58,004 | $202,318-71.3% | $172,739-66.4% | $152,861-62.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.09% | 1029.65%-1011.6pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $413 | $5,856-93.0% | $5,143-92.0% | $4,762-91.3% |
| Participant deferral / active EE | $413 | $5,948-93.1% | $5,198-92.1% | $5,850-92.9% |
| Admin fee / account holder | $454 | $17,109-97.3% | $13,954-96.7% | $11,596-96.1% |