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 9-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 | $41,601 | $171,865-75.8% | $149,718-72.2% | $147,584-71.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 10.37% | 2113.22%-2102.8pp | 1501.63%-1491.3pp | 578.55%-568.2pp |
| Employer contribution / active EE | -$145 | $6,275-102.3% | $5,445-102.7% | $4,876-103.0% |
| Participant deferral / active EE | $770 | $7,271-89.4% | $6,569-88.3% | $5,439-85.8% |
| Admin fee / account holder | $465 | $13,799-96.6% | $11,283-95.9% | $10,885-95.7% |