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 | $33,007 | $214,378-84.6% | $200,582-83.5% | $142,382-76.8% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 15.79% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $868 | $6,841-87.3% | $6,419-86.5% | $4,299-79.8% |
| Participant deferral / active EE | $2,600 | $9,865-73.6% | $9,331-72.1% | $6,507-60.0% |
| Admin fee / account holder | $3,055 | $17,692-82.7% | $16,305-81.3% | $12,624-75.8% |