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 | $40,849 | $209,832-80.5% | $189,513-78.4% | $167,490-75.6% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 10.32% | 748.27%-738.0pp | 555.15%-544.8pp | 478.56%-468.2pp |
| Employer contribution / active EE | $513 | $6,914-92.6% | $6,162-91.7% | $4,837-89.4% |
| Participant deferral / active EE | $2,729 | $8,935-69.5% | $8,221-66.8% | $6,341-57.0% |
| Admin fee / account holder | $3,600 | $14,293-74.8% | $12,045-70.1% | $12,309-70.8% |