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 | $201,259-83.7% | $184,200-82.2% | $145,959-77.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.19% | 28.98%-7.8pp | 28.80%-7.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $900 | $7,018-87.2% | $6,424-86.0% | $4,661-80.7% |
| Participant deferral / active EE | $1,446 | $9,806-85.3% | $9,132-84.2% | $6,689-78.4% |
| Admin fee / account holder | $19,990 | $16,372+22.1% | $13,907+43.7% | $13,398+49.2% |