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 5-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 | $112,514 | $111,754+0.7% | $103,333+8.9% | $145,922-22.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.11% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $520 | $4,212-87.6% | $3,868-86.5% | $4,660-88.8% |
| Participant deferral / active EE | $1,301 | $5,619-76.8% | $5,057-74.3% | $6,688-80.5% |
| Admin fee / account holder | $1,220 | $9,750-87.5% | $8,355-85.4% | $13,397-90.9% |