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 8-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 | $39,638 | $162,781-75.6% | $133,956-70.4% | $158,922-75.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 7.27% | 41.94%-34.7pp | 45.09%-37.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $473 | $4,975-90.5% | $3,919-87.9% | $4,761-90.1% |
| Participant deferral / active EE | $632 | $5,911-89.3% | $5,048-87.5% | $5,982-89.4% |
| Admin fee / account holder | $1,053 | $11,736-91.0% | $8,927-88.2% | $11,246-90.6% |