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 | $95,238 | $198,466-52.0% | $170,442-44.1% | $147,584-35.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.48% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $660 | $6,184-89.3% | $5,433-87.9% | $4,876-86.5% |
| Participant deferral / active EE | $660 | $5,629-88.3% | $4,939-86.6% | $5,439-87.9% |
| Admin fee / account holder | $1,717 | $16,852-89.8% | $13,880-87.6% | $10,885-84.2% |