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 | $26,994 | $178,174-84.8% | $156,181-82.7% | $137,256-80.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 11.93% | 84.19%-72.3pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,018 | $4,972-79.5% | $4,294-76.3% | $4,156-75.5% |
| Participant deferral / active EE | $1,328 | $6,888-80.7% | $6,132-78.3% | $6,407-79.3% |
| Admin fee / account holder | $42,227 | $17,404+142.6% | $14,586+189.5% | $12,270+244.1% |