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 | $21,645 | $148,534-85.4% | $135,903-84.1% | $139,434-84.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.89% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $262 | $5,243-95.0% | $4,856-94.6% | $4,751-94.5% |
| Participant deferral / active EE | $167 | $8,100-97.9% | $7,758-97.9% | $6,710-97.5% |
| Admin fee / account holder | $446 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |