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 7-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 | $89,665 | $117,983-24.0% | $101,794-11.9% | $142,382-37.0% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.2%+7.3pp | 80.1%-3.6pp |
| Annual return | 26.61% | 36.92%-10.3pp | 30.53%-3.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $206 | $2,773-92.6% | $2,289-91.0% | $4,299-95.2% |
| Participant deferral / active EE | $947 | $4,714-79.9% | $4,084-76.8% | $6,507-85.4% |
| Admin fee / account holder | $6,887 | $10,433-34.0% | $8,777-21.5% | $12,624-45.4% |