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 9-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 | $30,988 | $152,587-79.7% | $125,175-75.2% | $152,861-79.7% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 207.59% | 54.84%+152.7pp | 43.79%+163.8pp | 345.32%-137.7pp |
| Employer contribution / active EE | $516 | $4,946-89.6% | $3,865-86.7% | $4,762-89.2% |
| Participant deferral / active EE | $1,329 | $5,868-77.4% | $4,937-73.1% | $5,850-77.3% |
| Admin fee / account holder | $601 | $13,434-95.5% | $9,702-93.8% | $11,596-94.8% |