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 | $71,924 | $209,832-65.7% | $189,513-62.0% | $167,490-57.1% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 11.94% | 748.27%-736.3pp | 555.15%-543.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $706 | $6,914-89.8% | $6,162-88.5% | $4,837-85.4% |
| Participant deferral / active EE | $1,549 | $8,935-82.7% | $8,221-81.2% | $6,341-75.6% |
| Admin fee / account holder | $36,377 | $14,293+154.5% | $12,045+202.0% | $12,309+195.5% |