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 | $49,971 | $72,277-30.9% | $101,248-50.6% | $79,858-37.4% |
| Participation rate | 95.6% | 68.5%+27.1pp | 75.8%+19.7pp | 69.6%+25.9pp |
| Annual return | 14.43% | 22.30%-7.9pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $679 | $3,282-79.3% | $4,370-84.5% | $3,740-81.8% |
| Admin fee / account holder | $336 | $4,400-92.4% | $5,945-94.3% | $5,306-93.7% |