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 | $63,062 | $90,397-30.2% | $76,002-17.0% | $145,959-56.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 10.35% | 621.97%-611.6pp | 360.07%-349.7pp | 561.95%-551.6pp |
| Employer contribution / active EE | $500 | $3,317-84.9% | $2,688-81.4% | $4,661-89.3% |
| Participant deferral / active EE | $660 | $5,163-87.2% | $4,257-84.5% | $6,689-90.1% |
| Admin fee / account holder | $34,064 | $8,369+307.0% | $6,414+431.1% | $13,398+154.2% |