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 | $28,414 | $94,338-69.9% | $100,534-71.7% | $142,382-80.0% |
| Participation rate | 70.0% | 81.7%-11.7pp | 80.6%-10.6pp | 80.1%-10.1pp |
| Annual return | 12.54% | 29.20%-16.7pp | 32.66%-20.1pp | 217.08%-204.5pp |
| Employer contribution / active EE | $354 | $4,237-91.6% | $4,346-91.9% | $4,299-91.8% |
| Participant deferral / active EE | $466 | $5,934-92.1% | $6,144-92.4% | $6,507-92.8% |
| Admin fee / account holder | $6,475 | $8,421-23.1% | $7,654-15.4% | $12,624-48.7% |