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 | $69,043 | $181,894-62.0% | $156,549-55.9% | $273,961-74.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.87% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $734 | $6,248-88.3% | $5,501-86.7% | $4,869-84.9% |
| Participant deferral / active EE | $895 | $5,550-83.9% | $4,871-81.6% | $5,287-83.1% |
| Admin fee / account holder | $1,827 | $15,559-88.3% | $13,027-86.0% | $10,132-82.0% |