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 | $238,005 | $214,378+11.0% | $200,582+18.7% | $142,382+67.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 12.33% | 46.41%-34.1pp | 42.33%-30.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $366 | $6,841-94.6% | $6,419-94.3% | $4,299-91.5% |
| Participant deferral / active EE | $506 | $9,865-94.9% | $9,331-94.6% | $6,507-92.2% |
| Admin fee / account holder | $5,670 | $17,692-68.0% | $16,305-65.2% | $12,624-55.1% |