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 | $77,619 | $150,440-48.4% | $136,294-43.1% | $147,584-47.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.29% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $342 | $5,256-93.5% | $4,695-92.7% | $4,876-93.0% |
| Participant deferral / active EE | $1,333 | $6,630-79.9% | $6,247-78.7% | $5,439-75.5% |
| Admin fee / account holder | $325 | $10,905-97.0% | $9,243-96.5% | $10,885-97.0% |