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 | $100,521 | $148,534-32.3% | $135,903-26.0% | $139,434-27.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.96% | 79.19%-64.2pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $161 | $5,243-96.9% | $4,856-96.7% | $4,751-96.6% |
| Participant deferral / active EE | $1,882 | $8,100-76.8% | $7,758-75.7% | $6,710-72.0% |
| Admin fee / account holder | $4,809 | $12,400-61.2% | $10,762-55.3% | $11,403-57.8% |