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 8-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 | $90,777 | $137,414-33.9% | $189,513-52.1% | $85,850+5.7% |
| Participation rate | 78.0% | 84.6%-6.6pp | 87.8%-9.8pp | 69.3%+8.7pp |
| Annual return | 12.93% | 38.14%-25.2pp | 555.15%-542.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,257 | $4,344-71.1% | $6,162-79.6% | $2,565-51.0% |
| Participant deferral / active EE | $2,975 | $6,260-52.5% | $8,221-63.8% | $3,952-24.7% |
| Admin fee / account holder | $12,463 | $8,630+44.4% | $12,045+3.5% | $6,260+99.1% |