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 | $92,394 | $202,318-54.3% | $172,739-46.5% | $152,861-39.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 26.56% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,121 | $5,856-80.9% | $5,143-78.2% | $4,762-76.5% |
| Participant deferral / active EE | $1,422 | $5,948-76.1% | $5,198-72.6% | $5,850-75.7% |
| Admin fee / account holder | $1,098 | $17,109-93.6% | $13,954-92.1% | $11,596-90.5% |