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 | $49,999 | $109,881-54.5% | $150,045-66.7% | $84,808-41.0% |
| Participation rate | 94.5% | 76.1%+18.5pp | 82.3%+12.2pp | 68.3%+26.2pp |
| Annual return | 22.23% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $28 | $3,561-99.2% | $4,693-99.4% | $2,631-98.9% |
| Participant deferral / active EE | $1,666 | $6,636-74.9% | $7,997-79.2% | $4,212-60.4% |
| Admin fee / account holder | $1,071 | $8,568-87.5% | $13,435-92.0% | $7,344-85.4% |