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 9-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 | $47,005 | $183,963-74.4% | $162,163-71.0% | $152,861-69.3% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 15.89% | 150.76%-134.9pp | 115.59%-99.7pp | 345.32%-329.4pp |
| Employer contribution / active EE | -$158 | $6,371-102.5% | $5,614-102.8% | $4,762-103.3% |
| Participant deferral / active EE | $965 | $8,034-88.0% | $7,298-86.8% | $5,850-83.5% |
| Admin fee / account holder | $2,409 | $13,121-81.6% | $10,843-77.8% | $11,596-79.2% |