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 | $102,432 | $180,449-43.2% | $154,107-33.5% | $135,375-24.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $363 | $6,035-94.0% | $5,298-93.1% | $4,779-92.4% |
| Participant deferral / active EE | $766 | $5,806-86.8% | $5,081-84.9% | $5,609-86.3% |
| Admin fee / account holder | $1,471 | $16,143-90.9% | $13,411-89.0% | $10,827-86.4% |