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 | $32,479 | $148,534-78.1% | $135,903-76.1% | $139,434-76.7% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 23.12% | 79.19%-56.1pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $212 | $5,243-96.0% | $4,856-95.6% | $4,751-95.5% |
| Participant deferral / active EE | $2,124 | $8,100-73.8% | $7,758-72.6% | $6,710-68.3% |
| Admin fee / account holder | $1,565 | $12,400-87.4% | $10,762-85.5% | $11,403-86.3% |