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 | $69,759 | $171,865-59.4% | $149,718-53.4% | $147,584-52.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.55% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $727 | $6,275-88.4% | $5,445-86.7% | $4,876-85.1% |
| Participant deferral / active EE | $451 | $7,271-93.8% | $6,569-93.1% | $5,439-91.7% |
| Admin fee / account holder | $542 | $13,799-96.1% | $11,283-95.2% | $10,885-95.0% |