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 | $45,996 | $57,281-19.7% | $86,612-46.9% | $75,163-38.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 163.36% | 2670.75%-2507.4pp | 591.07%-427.7pp | 160.62%+2.7pp |
| Employer contribution / active EE | $66 | $2,314-97.1% | $3,022-97.8% | $2,670-97.5% |
| Participant deferral / active EE | $324 | $3,318-90.2% | $4,438-92.7% | $4,125-92.2% |
| Admin fee / account holder | $628 | $4,112-84.7% | $5,614-88.8% | $5,651-88.9% |