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 | $33,473 | $159,901-79.1% | $146,958-77.2% | $145,922-77.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 9.91% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $862 | $5,286-83.7% | $4,933-82.5% | $4,660-81.5% |
| Participant deferral / active EE | $2,068 | $8,428-75.5% | $8,070-74.4% | $6,688-69.1% |
| Admin fee / account holder | $5,855 | $15,044-61.1% | $12,998-55.0% | $13,397-56.3% |