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 4-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 | $46,455 | $114,381-59.4% | $107,525-56.8% | $142,382-67.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.96% | 242.71%-222.7pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $778 | $4,015-80.6% | $3,754-79.3% | $4,299-81.9% |
| Participant deferral / active EE | $1,208 | $5,564-78.3% | $5,116-76.4% | $6,507-81.4% |
| Admin fee / account holder | $485 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |