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 | $41,865 | $144,119-71.0% | $117,854-64.5% | $147,584-71.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 12.07% | 531.15%-519.1pp | 335.08%-323.0pp | 578.55%-566.5pp |
| Employer contribution / active EE | $467 | $4,896-90.5% | $3,786-87.7% | $4,876-90.4% |
| Participant deferral / active EE | $1,026 | $5,316-80.7% | $4,482-77.1% | $5,439-81.1% |
| Admin fee / account holder | $427 | $10,886-96.1% | $8,020-94.7% | $10,885-96.1% |