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 | $188,259 | $99,079+90.0% | $77,999+141.4% | $273,961-31.3% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 3.77% | 217.93%-214.2pp | 425.96%-422.2pp | 41.45%-37.7pp |
| Employer contribution / active EE | $133 | $3,308-96.0% | $2,470-94.6% | $4,869-97.3% |
| Participant deferral / active EE | $533 | $4,306-87.6% | $3,497-84.7% | $5,287-89.9% |
| Admin fee / account holder | $57,259 | $8,954+539.5% | $5,480+944.8% | $10,132+465.1% |