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 | $47,770 | $160,055-70.2% | $140,016-65.9% | $135,375-64.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 9.21% | 911.38%-902.2pp | 651.12%-641.9pp | 519.73%-510.5pp |
| Employer contribution / active EE | $1,185 | $6,420-81.5% | $5,606-78.9% | $4,779-75.2% |
| Participant deferral / active EE | $1,592 | $7,642-79.2% | $6,927-77.0% | $5,609-71.6% |
| Admin fee / account holder | $412 | $13,328-96.9% | $10,705-96.1% | $10,827-96.2% |