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 4-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 | $89,075 | $148,978-40.2% | $200,582-55.6% | $84,808+5.0% |
| Participation rate | 86.4% | 84.2%+2.2pp | 86.9%-0.4pp | 68.3%+18.1pp |
| Annual return | 14.72% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $907 | $4,815-81.2% | $6,419-85.9% | $2,631-65.5% |
| Participant deferral / active EE | $2,007 | $7,142-71.9% | $9,331-78.5% | $4,212-52.3% |
| Admin fee / account holder | $3,901 | $13,977-72.1% | $16,305-76.1% | $7,344-46.9% |