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 5-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 | $18,151 | $95,266-80.9% | $82,389-78.0% | $142,382-87.3% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 16.45% | 25.74%-9.3pp | 28.67%-12.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $116 | $2,991-96.1% | $2,517-95.4% | $4,299-97.3% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $513 | $8,563-94.0% | $7,231-92.9% | $12,624-95.9% |