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 | $14,006 | $104,486-86.6% | $76,817-81.8% | $152,861-90.8% |
| Participation rate | 87.0% | 76.6%+10.4pp | 72.1%+14.9pp | 82.4%+4.5pp |
| Annual return | 14.14% | 1013.37%-999.2pp | 1166.11%-1152.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $457 | $4,236-89.2% | $3,336-86.3% | $5,850-92.2% |
| Admin fee / account holder | $548 | $12,275-95.5% | $6,420-91.5% | $11,596-95.3% |