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 8-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 | $49,608 | $172,111-71.2% | $150,298-67.0% | $137,256-63.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.83% | 69.37%-53.5pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $791 | $4,636-82.9% | $4,154-81.0% | $4,156-81.0% |
| Participant deferral / active EE | $1,386 | $6,166-77.5% | $5,453-74.6% | $6,407-78.4% |
| Admin fee / account holder | $800 | $16,471-95.1% | $14,116-94.3% | $12,270-93.5% |