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 | $36,809 | $209,832-82.5% | $189,513-80.6% | $167,490-78.0% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 14.08% | 748.27%-734.2pp | 555.15%-541.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $87 | $6,914-98.7% | $6,162-98.6% | $4,837-98.2% |
| Participant deferral / active EE | $2,598 | $8,935-70.9% | $8,221-68.4% | $6,341-59.0% |
| Admin fee / account holder | $561 | $14,293-96.1% | $12,045-95.3% | $12,309-95.4% |