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 | $246,133 | $152,460+61.4% | $118,746+107.3% | $147,584+66.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 22.40% | 17.41%+5.0pp | 24.54%-2.1pp | 578.55%-556.1pp |
| Employer contribution / active EE | $563 | $5,046-88.8% | $4,193-86.6% | $4,876-88.5% |
| Participant deferral / active EE | $704 | $6,212-88.7% | $5,332-86.8% | $5,439-87.1% |
| Admin fee / account holder | $8,476 | $16,953-50.0% | $10,720-20.9% | $10,885-22.1% |