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 6-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 | $49,113 | $201,259-75.6% | $184,200-73.3% | $145,959-66.4% |
| Participation rate | 78.3% | 87.5%-9.2pp | 86.8%-8.6pp | 80.3%-2.0pp |
| Annual return | 13.48% | 28.98%-15.5pp | 28.80%-15.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $311 | $7,018-95.6% | $6,424-95.2% | $4,661-93.3% |
| Participant deferral / active EE | $2,098 | $9,806-78.6% | $9,132-77.0% | $6,689-68.6% |
| Admin fee / account holder | $4,614 | $16,372-71.8% | $13,907-66.8% | $13,398-65.6% |