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 | $162,220 | $198,466-18.3% | $170,442-4.8% | $147,584+9.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.49% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $578 | $6,184-90.7% | $5,433-89.4% | $4,876-88.2% |
| Participant deferral / active EE | $859 | $5,629-84.7% | $4,939-82.6% | $5,439-84.2% |
| Admin fee / account holder | $971 | $16,852-94.2% | $13,880-93.0% | $10,885-91.1% |