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 | $126,787 | $96,635+31.2% | $86,612+46.4% | $139,434-9.1% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 14.07% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.9pp |
| Employer contribution / active EE | $324 | $3,263-90.1% | $3,022-89.3% | $4,751-93.2% |
| Participant deferral / active EE | $812 | $4,836-83.2% | $4,438-81.7% | $6,710-87.9% |
| Admin fee / account holder | $2,951 | $6,408-53.9% | $5,614-47.4% | $11,403-74.1% |