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 9-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 | $33,520 | $209,411-84.0% | $178,490-81.2% | $158,922-78.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.95% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $937 | $5,706-83.6% | $5,011-81.3% | $4,761-80.3% |
| Participant deferral / active EE | $830 | $5,954-86.1% | $5,202-84.0% | $5,982-86.1% |
| Admin fee / account holder | $450 | $17,074-97.4% | $13,984-96.8% | $11,246-96.0% |