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 8-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 | $68,706 | $202,432-66.1% | $169,368-59.4% | $139,434-50.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.97% | 531.74%-514.8pp | 405.60%-388.6pp | 372.94%-356.0pp |
| Employer contribution / active EE | $400 | $4,692-91.5% | $4,013-90.0% | $4,751-91.6% |
| Participant deferral / active EE | $400 | $6,938-94.2% | $6,221-93.6% | $6,710-94.0% |
| Admin fee / account holder | $14,242 | $10,708+33.0% | $9,003+58.2% | $11,403+24.9% |