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 | $98,116 | $180,449-45.6% | $154,107-36.3% | $135,375-27.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.31% | 888.09%-885.8pp | 735.12%-732.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $1,154 | $6,035-80.9% | $5,298-78.2% | $4,779-75.8% |
| Participant deferral / active EE | $1,730 | $5,806-70.2% | $5,081-65.9% | $5,609-69.2% |
| Admin fee / account holder | $3,732 | $16,143-76.9% | $13,411-72.2% | $10,827-65.5% |