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 | $46,557 | $202,318-77.0% | $172,739-73.0% | $152,861-69.5% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 16.81% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,079 | $5,856-81.6% | $5,143-79.0% | $4,762-77.3% |
| Participant deferral / active EE | $1,295 | $5,948-78.2% | $5,198-75.1% | $5,850-77.9% |
| Admin fee / account holder | $6,355 | $17,109-62.9% | $13,954-54.5% | $11,596-45.2% |