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 | $112,166 | $183,963-39.0% | $162,163-30.8% | $152,861-26.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 177.75% | 150.76%+27.0pp | 115.59%+62.2pp | 345.32%-167.6pp |
| Employer contribution / active EE | $467 | $6,371-92.7% | $5,614-91.7% | $4,762-90.2% |
| Participant deferral / active EE | $939 | $8,034-88.3% | $7,298-87.1% | $5,850-83.9% |
| Admin fee / account holder | $2,082 | $13,121-84.1% | $10,843-80.8% | $11,596-82.1% |