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 | $44,876 | $183,963-75.6% | $162,163-72.3% | $152,861-70.6% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 24.64% | 150.76%-126.1pp | 115.59%-91.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,080 | $6,371-83.0% | $5,614-80.8% | $4,762-77.3% |
| Participant deferral / active EE | $2,577 | $8,034-67.9% | $7,298-64.7% | $5,850-56.0% |
| Admin fee / account holder | $2,511 | $13,121-80.9% | $10,843-76.8% | $11,596-78.3% |