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 | $40,613 | $209,336-80.6% | $197,124-79.4% | $137,256-70.4% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 13.83% | 48.09%-34.3pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $744 | $6,591-88.7% | $6,227-88.1% | $4,156-82.1% |
| Participant deferral / active EE | $927 | $9,614-90.4% | $9,135-89.8% | $6,407-85.5% |
| Admin fee / account holder | $316 | $17,308-98.2% | $16,298-98.1% | $12,270-97.4% |