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 | $128,094 | $183,963-30.4% | $162,163-21.0% | $152,861-16.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 19.97% | 150.76%-130.8pp | 115.59%-95.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,203 | $6,371-81.1% | $5,614-78.6% | $4,762-74.7% |
| Participant deferral / active EE | $2,845 | $8,034-64.6% | $7,298-61.0% | $5,850-51.4% |
| Admin fee / account holder | $90,254 | $13,121+587.8% | $10,843+732.4% | $11,596+678.3% |