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 | $46,702 | $150,440-69.0% | $136,294-65.7% | $147,584-68.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 741.10% | 1049.08%-308.0pp | 5155.94%-4414.8pp | 578.55%+162.6pp |
| Employer contribution / active EE | $417 | $5,256-92.1% | $4,695-91.1% | $4,876-91.4% |
| Participant deferral / active EE | $835 | $6,630-87.4% | $6,247-86.6% | $5,439-84.7% |
| Admin fee / account holder | $1,145 | $10,905-89.5% | $9,243-87.6% | $10,885-89.5% |