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 | $212,109 | $198,466+6.9% | $170,442+24.4% | $147,584+43.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.30% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,167 | $6,184-81.1% | $5,433-78.5% | $4,876-76.1% |
| Participant deferral / active EE | $1,167 | $5,629-79.3% | $4,939-76.4% | $5,439-78.5% |
| Admin fee / account holder | $2,512 | $16,852-85.1% | $13,880-81.9% | $10,885-76.9% |