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 3-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 | $30,814 | $178,174-82.7% | $156,181-80.3% | $137,256-77.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 21.22% | 84.19%-63.0pp | 64.87%-43.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $779 | $4,972-84.3% | $4,294-81.9% | $4,156-81.2% |
| Participant deferral / active EE | $981 | $6,888-85.8% | $6,132-84.0% | $6,407-84.7% |
| Admin fee / account holder | $1,308 | $17,404-92.5% | $14,586-91.0% | $12,270-89.3% |