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 | $72,821 | $65,041+12.0% | $90,951-19.9% | $79,858-8.8% |
| Participation rate | 86.7% | 61.6%+25.1pp | 69.0%+17.7pp | 69.6%+17.0pp |
| Annual return | 37.45% | 30.45%+7.0pp | 134.60%-97.1pp | 31.71%+5.7pp |
| Employer contribution / active EE | $50 | $1,247-96.0% | $2,122-97.6% | $2,471-98.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $47,154 | $4,536+939.5% | $5,959+691.4% | $5,306+788.6% |