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 3-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 | $78,144 | $159,602-51.0% | $150,045-47.9% | $142,382-45.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.79% | 70.24%-53.4pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $531 | $4,961-89.3% | $4,693-88.7% | $4,299-87.6% |
| Participant deferral / active EE | $1,359 | $8,310-83.6% | $7,997-83.0% | $6,507-79.1% |
| Admin fee / account holder | $630 | $14,846-95.8% | $13,435-95.3% | $12,624-95.0% |