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 | $57,027 | $201,272-71.7% | $184,203-69.0% | $145,922-60.9% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 12.36% | 29.00%-16.6pp | 28.81%-16.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $777 | $7,022-88.9% | $6,427-87.9% | $4,660-83.3% |
| Participant deferral / active EE | $2,122 | $9,806-78.4% | $9,131-76.8% | $6,688-68.3% |
| Admin fee / account holder | $4,676 | $16,364-71.4% | $13,901-66.4% | $13,397-65.1% |