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 | $90,348-30.2% | $75,972-17.0% | $145,922-56.8% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 10.35% | 620.88%-610.5pp | 359.55%-349.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $500 | $3,311-84.9% | $2,685-81.4% | $4,660-89.3% |
| Participant deferral / active EE | $660 | $5,162-87.2% | $4,255-84.5% | $6,688-90.1% |
| Admin fee / account holder | $34,064 | $8,467+302.3% | $6,467+426.8% | $13,397+154.3% |