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 3-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 | $32,796 | $201,272-83.7% | $184,203-82.2% | $145,922-77.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.19% | 29.00%-7.8pp | 28.81%-7.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $900 | $7,022-87.2% | $6,427-86.0% | $4,660-80.7% |
| Participant deferral / active EE | $1,446 | $9,806-85.3% | $9,131-84.2% | $6,688-78.4% |
| Admin fee / account holder | $19,990 | $16,364+22.2% | $13,901+43.8% | $13,397+49.2% |