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 5-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 | $48,372 | $159,602-69.7% | $150,045-67.8% | $142,382-66.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.19% | 70.24%-56.0pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $874 | $4,961-82.4% | $4,693-81.4% | $4,299-79.7% |
| Participant deferral / active EE | $1,130 | $8,310-86.4% | $7,997-85.9% | $6,507-82.6% |
| Admin fee / account holder | $6,445 | $14,846-56.6% | $13,435-52.0% | $12,624-48.9% |