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 | $73,739 | $180,449-59.1% | $154,107-52.2% | $135,375-45.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 7.45% | 888.09%-880.6pp | 735.12%-727.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $927 | $6,035-84.6% | $5,298-82.5% | $4,779-80.6% |
| Participant deferral / active EE | $474 | $5,806-91.8% | $5,081-90.7% | $5,609-91.6% |
| Admin fee / account holder | $577 | $16,143-96.4% | $13,411-95.7% | $10,827-94.7% |