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 | $44,023 | $148,534-70.4% | $135,903-67.6% | $139,434-68.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 17.81% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $768 | $5,243-85.4% | $4,856-84.2% | $4,751-83.8% |
| Participant deferral / active EE | $1,698 | $8,100-79.0% | $7,758-78.1% | $6,710-74.7% |
| Admin fee / account holder | $26,513 | $12,400+113.8% | $10,762+146.4% | $11,403+132.5% |