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 5-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 | $217,350 | $159,901+35.9% | $146,958+47.9% | $145,922+48.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.55% | 98.13%-71.6pp | 418.34%-391.8pp | 561.29%-534.7pp |
| Employer contribution / active EE | $25 | $5,286-99.5% | $4,933-99.5% | $4,660-99.5% |
| Participant deferral / active EE | $240 | $8,428-97.2% | $8,070-97.0% | $6,688-96.4% |
| Admin fee / account holder | $40,005 | $15,044+165.9% | $12,998+207.8% | $13,397+198.6% |