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 | $122,886 | $94,529+30.0% | $140,016-12.2% | $64,186+91.5% |
| Participation rate | 95.7% | 84.1%+11.6pp | 87.5%+8.2pp | 69.6%+26.1pp |
| Annual return | 22.06% | 7.77%+14.3pp | 651.12%-629.1pp | 7.63%+14.4pp |
| Employer contribution / active EE | $981 | $3,812-74.3% | $5,606-82.5% | $2,381-58.8% |
| Participant deferral / active EE | $1,859 | $5,250-64.6% | $6,927-73.2% | $3,470-46.4% |
| Admin fee / account holder | $1,282 | $6,741-81.0% | $10,705-88.0% | $4,888-73.8% |