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 | $7,236 | $95,266-92.4% | $82,389-91.2% | $142,382-94.9% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 20.52% | 25.74%-5.2pp | 28.67%-8.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $170 | $2,991-94.3% | $2,517-93.2% | $4,299-96.0% |
| Participant deferral / active EE | $254 | $4,809-94.7% | $4,155-93.9% | $6,507-96.1% |
| Admin fee / account holder | $485 | $8,563-94.3% | $7,231-93.3% | $12,624-96.2% |