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 9-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 | $23,225 | $202,432-88.5% | $169,368-86.3% | $139,434-83.3% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 11.99% | 531.74%-519.7pp | 405.60%-393.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $411 | $4,692-91.2% | $4,013-89.8% | $4,751-91.3% |
| Participant deferral / active EE | $457 | $6,938-93.4% | $6,221-92.7% | $6,710-93.2% |
| Admin fee / account holder | $321 | $10,708-97.0% | $9,003-96.4% | $11,403-97.2% |