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 | $179,241 | $175,202+2.3% | $149,673+19.8% | $139,434+28.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.07% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $964 | $5,474-82.4% | $4,818-80.0% | $4,751-79.7% |
| Participant deferral / active EE | $207 | $6,519-96.8% | $5,680-96.4% | $6,710-96.9% |
| Admin fee / account holder | $6,443 | $16,150-60.1% | $13,210-51.2% | $11,403-43.5% |