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 | $155,226 | $201,259-22.9% | $184,200-15.7% | $145,959+6.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.98% | 28.98%-19.0pp | 28.80%-18.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $766 | $7,018-89.1% | $6,424-88.1% | $4,661-83.6% |
| Participant deferral / active EE | $833 | $9,806-91.5% | $9,132-90.9% | $6,689-87.5% |
| Admin fee / account holder | $5,156 | $16,372-68.5% | $13,907-62.9% | $13,398-61.5% |