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 | $148,507 | $210,648-29.5% | $177,989-16.6% | $145,922+1.8% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 8.49% | 385.86%-377.4pp | 294.48%-286.0pp | 561.29%-552.8pp |
| Employer contribution / active EE | $385 | $4,565-91.6% | $3,949-90.3% | $4,660-91.7% |
| Participant deferral / active EE | $385 | $6,958-94.5% | $6,276-93.9% | $6,688-94.2% |
| Admin fee / account holder | $1,127 | $12,013-90.6% | $10,363-89.1% | $13,397-91.6% |