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 | $49,836 | $214,378-76.8% | $200,582-75.2% | $142,382-65.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 16.28% | 46.41%-30.1pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $808 | $6,841-88.2% | $6,419-87.4% | $4,299-81.2% |
| Participant deferral / active EE | $1,617 | $9,865-83.6% | $9,331-82.7% | $6,507-75.2% |
| Admin fee / account holder | $674 | $17,692-96.2% | $16,305-95.9% | $12,624-94.7% |