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 | $174,223 | $226,064-22.9% | $182,532-4.6% | $152,861+14.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.16% | 192.51%-166.3pp | 148.54%-122.4pp | 345.32%-319.2pp |
| Employer contribution / active EE | $485 | $4,978-90.3% | $4,076-88.1% | $4,762-89.8% |
| Participant deferral / active EE | $606 | $6,368-90.5% | $5,524-89.0% | $5,850-89.6% |
| Admin fee / account holder | $8,034 | $10,703-24.9% | $8,592-6.5% | $11,596-30.7% |