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 | $92,542 | $150,440-38.5% | $136,294-32.1% | $147,584-37.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.58% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $172 | $5,256-96.7% | $4,695-96.3% | $4,876-96.5% |
| Participant deferral / active EE | $1,945 | $6,630-70.7% | $6,247-68.9% | $5,439-64.2% |
| Admin fee / account holder | $9,977 | $10,905-8.5% | $9,243+7.9% | $10,885-8.3% |