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 | $112,871 | $96,305+17.2% | $80,569+40.1% | $139,434-19.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 41.39% | 1350.08%-1308.7pp | 935.43%-894.0pp | 372.94%-331.5pp |
| Employer contribution / active EE | $150 | $3,262-95.4% | $2,723-94.5% | $4,751-96.8% |
| Participant deferral / active EE | $600 | $5,232-88.5% | $4,447-86.5% | $6,710-91.1% |
| Admin fee / account holder | $4,210 | $6,599-36.2% | $5,377-21.7% | $11,403-63.1% |