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 4-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 | $26,213 | $117,859-77.8% | $102,438-74.4% | $145,959-82.0% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 15.50% | 31.72%-16.2pp | 29.37%-13.9pp | 561.95%-546.5pp |
| Employer contribution / active EE | $127 | $3,615-96.5% | $3,024-95.8% | $4,661-97.3% |
| Participant deferral / active EE | $482 | $5,732-91.6% | $5,054-90.5% | $6,689-92.8% |
| Admin fee / account holder | $1,105 | $13,318-91.7% | $9,448-88.3% | $13,398-91.8% |