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 | $47,849 | $185,822-74.3% | $169,993-71.9% | $139,434-65.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.40% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,346 | $7,590-82.3% | $6,785-80.2% | $4,751-71.7% |
| Participant deferral / active EE | $1,993 | $11,622-82.9% | $10,408-80.9% | $6,710-70.3% |
| Admin fee / account holder | $651 | $15,381-95.8% | $12,815-94.9% | $11,403-94.3% |