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 10-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 | $37,230 | $165,335-77.5% | $149,696-75.1% | $158,922-76.6% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 28.74% | 348.15%-319.4pp | 276.60%-247.9pp | 302.83%-274.1pp |
| Employer contribution / active EE | $745 | $5,103-85.4% | $4,644-84.0% | $4,761-84.4% |
| Participant deferral / active EE | $798 | $7,181-88.9% | $6,842-88.3% | $5,982-86.7% |
| Admin fee / account holder | $3,276 | $10,807-69.7% | $9,309-64.8% | $11,246-70.9% |