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 6-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 | $16,134 | $87,166-81.5% | $76,735-79.0% | $137,256-88.2% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 13.37% | 26.50%-13.1pp | 29.77%-16.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $132 | $2,904-95.4% | $2,454-94.6% | $4,156-96.8% |
| Participant deferral / active EE | $158 | $4,726-96.7% | $4,088-96.1% | $6,407-97.5% |
| Admin fee / account holder | $4,383 | $8,403-47.8% | $7,189-39.0% | $12,270-64.3% |