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 3-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 | $74,420 | $181,894-59.1% | $156,549-52.5% | $273,961-72.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 7.73% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $441 | $6,248-92.9% | $5,501-92.0% | $4,869-90.9% |
| Participant deferral / active EE | $290 | $5,550-94.8% | $4,871-94.0% | $5,287-94.5% |
| Admin fee / account holder | $1,384 | $15,559-91.1% | $13,027-89.4% | $10,132-86.3% |