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 9-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 | $13,611 | $102,604-86.7% | $86,188-84.2% | $139,434-90.2% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.0%+4.7pp | 80.3%-6.6pp |
| Annual return | 80.94% | 1922.51%-1841.6pp | 1168.45%-1087.5pp | 372.94%-292.0pp |
| Employer contribution / active EE | $406 | $3,032-86.6% | $2,380-82.9% | $4,751-91.5% |
| Participant deferral / active EE | $1,070 | $4,676-77.1% | $3,985-73.2% | $6,710-84.1% |
| Admin fee / account holder | $339 | $8,657-96.1% | $6,852-95.1% | $11,403-97.0% |