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 | $205,624 | $209,411-1.8% | $178,490+15.2% | $158,922+29.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 150.27% | 188.75%-38.5pp | 151.07%-0.8pp | 302.83%-152.6pp |
| Employer contribution / active EE | $488 | $5,706-91.4% | $5,011-90.3% | $4,761-89.7% |
| Participant deferral / active EE | $522 | $5,954-91.2% | $5,202-90.0% | $5,982-91.3% |
| Admin fee / account holder | $1,142 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |