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 | $25,889 | $150,440-82.8% | $136,294-81.0% | $147,584-82.5% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 17.75% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $306 | $5,256-94.2% | $4,695-93.5% | $4,876-93.7% |
| Participant deferral / active EE | $1,632 | $6,630-75.4% | $6,247-73.9% | $5,439-70.0% |
| Admin fee / account holder | $524 | $10,905-95.2% | $9,243-94.3% | $10,885-95.2% |