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 | $139,945 | $202,318-30.8% | $172,739-19.0% | $152,861-8.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 16.29% | 1029.65%-1013.4pp | 802.84%-786.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $882 | $5,856-84.9% | $5,143-82.8% | $4,762-81.5% |
| Participant deferral / active EE | $1,850 | $5,948-68.9% | $5,198-64.4% | $5,850-68.4% |
| Admin fee / account holder | $1,301 | $17,109-92.4% | $13,954-90.7% | $11,596-88.8% |