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 5-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 | $198,051 | $105,181+88.3% | $159,436+24.2% | $85,850+130.7% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.8%+12.9pp | 69.3%+26.4pp |
| Annual return | 25.58% | 45.07%-19.5pp | 263.57%-238.0pp | 318.53%-293.0pp |
| Employer contribution / active EE | $125 | $3,318-96.2% | $4,829-97.4% | $2,565-95.1% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,959 | $6,933+202.3% | $10,799+94.1% | $6,260+234.8% |