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 | $45,110 | $171,865-73.8% | $149,718-69.9% | $147,584-69.4% |
| Participation rate | 70.8% | 88.2%-17.4pp | 87.1%-16.2pp | 82.8%-12.0pp |
| Annual return | 20.44% | 2113.22%-2092.8pp | 1501.63%-1481.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,001 | $6,275-84.1% | $5,445-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $1,693 | $7,271-76.7% | $6,569-74.2% | $5,439-68.9% |
| Admin fee / account holder | $1,018 | $13,799-92.6% | $11,283-91.0% | $10,885-90.6% |