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 6-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 | $31,907 | $96,128-66.8% | $136,007-76.5% | $80,856-60.5% |
| Participation rate | 72.2% | 71.2%+1.0pp | 76.5%-4.2pp | 67.6%+4.6pp |
| Annual return | 32.11% | 28.71%+3.4pp | 579.32%-547.2pp | 35.59%-3.5pp |
| Employer contribution / active EE | $735 | $3,351-78.1% | $4,217-82.6% | $2,755-73.3% |
| Participant deferral / active EE | $1,623 | $5,709-71.6% | $7,025-76.9% | $4,296-62.2% |
| Admin fee / account holder | $2,736 | $8,236-66.8% | $6,858-60.1% | $6,918-60.4% |