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 | $51,438 | $100,041-48.6% | $149,718-65.6% | $70,131-26.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.98% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.2pp |
| Employer contribution / active EE | $425 | $3,662-88.4% | $5,445-92.2% | $2,342-81.8% |
| Participant deferral / active EE | $1,126 | $4,983-77.4% | $6,569-82.9% | $3,332-66.2% |
| Admin fee / account holder | $350 | $8,286-95.8% | $11,283-96.9% | $4,645-92.5% |