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 7-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 | $86,564 | $86,286+0.3% | $111,297-22.2% | $85,850+0.8% |
| Participation rate | 79.2% | 73.3%+5.8pp | 77.3%+1.9pp | 69.3%+9.9pp |
| Annual return | 13.11% | 19.99%-6.9pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $146 | $2,043-92.8% | $2,731-94.6% | $2,565-94.3% |
| Participant deferral / active EE | $732 | $3,641-79.9% | $4,487-83.7% | $3,952-81.5% |
| Admin fee / account holder | $3,590 | $8,188-56.2% | $7,964-54.9% | $6,260-42.7% |