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 | $77,316 | $198,466-61.0% | $170,442-54.6% | $147,584-47.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.73% | 257.29%-245.6pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,128 | $6,184-81.8% | $5,433-79.2% | $4,876-76.9% |
| Participant deferral / active EE | $1,661 | $5,629-70.5% | $4,939-66.4% | $5,439-69.5% |
| Admin fee / account holder | $3,344 | $16,852-80.2% | $13,880-75.9% | $10,885-69.3% |