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 | $38,276 | $171,865-77.7% | $149,718-74.4% | $147,584-74.1% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 10.49% | 2113.22%-2102.7pp | 1501.63%-1491.1pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,235 | $6,275-80.3% | $5,445-77.3% | $4,876-74.7% |
| Participant deferral / active EE | $2,257 | $7,271-69.0% | $6,569-65.6% | $5,439-58.5% |
| Admin fee / account holder | $9,626 | $13,799-30.2% | $11,283-14.7% | $10,885-11.6% |