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 | $133,706 | $118,680+12.7% | $98,907+35.2% | $158,922-15.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 94.88% | 372.35%-277.5pp | 196.43%-101.6pp | 302.83%-207.9pp |
| Employer contribution / active EE | $304 | $3,333-90.9% | $2,689-88.7% | $4,761-93.6% |
| Participant deferral / active EE | $644 | $5,088-87.4% | $4,244-84.8% | $5,982-89.2% |
| Admin fee / account holder | $746 | $10,131-92.6% | $6,642-88.8% | $11,246-93.4% |