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 | $163,104 | $135,635+20.3% | $110,238+48.0% | $135,375+20.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.68% | 513.19%-512.5pp | 314.74%-314.1pp | 519.73%-519.1pp |
| Employer contribution / active EE | $541 | $4,906-89.0% | $3,826-85.9% | $4,779-88.7% |
| Participant deferral / active EE | $936 | $5,506-83.0% | $4,672-80.0% | $5,609-83.3% |
| Admin fee / account holder | $3,637 | $11,457-68.3% | $8,547-57.5% | $10,827-66.4% |