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 9-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 | $48,226 | $112,096-57.0% | $95,952-49.7% | $158,922-69.7% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 33.36% | 171.09%-137.7pp | 91.61%-58.3pp | 302.83%-269.5pp |
| Employer contribution / active EE | $151 | $3,198-95.3% | $2,541-94.1% | $4,761-96.8% |
| Participant deferral / active EE | $151 | $4,784-96.9% | $4,167-96.4% | $5,982-97.5% |
| Admin fee / account holder | $331 | $10,130-96.7% | $6,795-95.1% | $11,246-97.1% |