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 | $197,809 | $152,460+29.7% | $118,746+66.6% | $147,584+34.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.82% | 17.41%-2.6pp | 24.54%-9.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $761 | $5,046-84.9% | $4,193-81.8% | $4,876-84.4% |
| Participant deferral / active EE | $1,861 | $6,212-70.0% | $5,332-65.1% | $5,439-65.8% |
| Admin fee / account holder | $28,593 | $16,953+68.7% | $10,720+166.7% | $10,885+162.7% |