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 5-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 | $18,547 | $111,754-83.4% | $103,333-82.1% | $145,922-87.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.44% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $652 | $4,212-84.5% | $3,868-83.1% | $4,660-86.0% |
| Participant deferral / active EE | $864 | $5,619-84.6% | $5,057-82.9% | $6,688-87.1% |
| Admin fee / account holder | $310 | $9,750-96.8% | $8,355-96.3% | $13,397-97.7% |