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 | $53,685 | $202,318-73.5% | $172,739-68.9% | $152,861-64.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.34% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $555 | $5,856-90.5% | $5,143-89.2% | $4,762-88.3% |
| Participant deferral / active EE | $555 | $5,948-90.7% | $5,198-89.3% | $5,850-90.5% |
| Admin fee / account holder | $471 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |