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 | $101,876 | $183,592-44.5% | $155,567-34.5% | $145,959-30.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.40% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.6pp |
| Employer contribution / active EE | $212 | $5,315-96.0% | $4,674-95.5% | $4,661-95.5% |
| Participant deferral / active EE | $240 | $6,464-96.3% | $5,628-95.7% | $6,689-96.4% |
| Admin fee / account holder | $2,074 | $19,318-89.3% | $15,916-87.0% | $13,398-84.5% |