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 6-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 | $31,589 | $214,378-85.3% | $200,582-84.3% | $142,382-77.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.17% | 46.41%-27.2pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $574 | $6,841-91.6% | $6,419-91.1% | $4,299-86.7% |
| Participant deferral / active EE | $2,830 | $9,865-71.3% | $9,331-69.7% | $6,507-56.5% |
| Admin fee / account holder | $1,134 | $17,692-93.6% | $16,305-93.0% | $12,624-91.0% |