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 | $37,556 | $183,963-79.6% | $162,163-76.8% | $152,861-75.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.64% | 150.76%-131.1pp | 115.59%-95.9pp | 345.32%-325.7pp |
| Employer contribution / active EE | $955 | $6,371-85.0% | $5,614-83.0% | $4,762-80.0% |
| Participant deferral / active EE | $2,657 | $8,034-66.9% | $7,298-63.6% | $5,850-54.6% |
| Admin fee / account holder | $534 | $13,121-95.9% | $10,843-95.1% | $11,596-95.4% |