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 | $160,525 | $112,096+43.2% | $95,952+67.3% | $158,922+1.0% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 32.40% | 171.09%-138.7pp | 91.61%-59.2pp | 302.83%-270.4pp |
| Employer contribution / active EE | $288 | $3,198-91.0% | $2,541-88.6% | $4,761-93.9% |
| Participant deferral / active EE | $721 | $4,784-84.9% | $4,167-82.7% | $5,982-87.9% |
| Admin fee / account holder | $5,000 | $10,130-50.6% | $6,795-26.4% | $11,246-55.5% |