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 | $177,494 | $112,096+58.3% | $95,952+85.0% | $158,922+11.7% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 8.86% | 171.09%-162.2pp | 91.61%-82.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $22 | $3,198-99.3% | $2,541-99.1% | $4,761-99.5% |
| Participant deferral / active EE | $924 | $4,784-80.7% | $4,167-77.8% | $5,982-84.5% |
| Admin fee / account holder | $12,049 | $10,130+18.9% | $6,795+77.3% | $11,246+7.1% |