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 | $71,131 | $209,832-66.1% | $189,513-62.5% | $167,490-57.5% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 18.27% | 748.27%-730.0pp | 555.15%-536.9pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,370 | $6,914-80.2% | $6,162-77.8% | $4,837-71.7% |
| Participant deferral / active EE | $2,189 | $8,935-75.5% | $8,221-73.4% | $6,341-65.5% |
| Admin fee / account holder | $2,323 | $14,293-83.7% | $12,045-80.7% | $12,309-81.1% |