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 8-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 | $112,814 | $95,266+18.4% | $82,389+36.9% | $142,382-20.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.81% | 25.74%-12.9pp | 28.67%-15.9pp | 217.08%-204.3pp |
| Employer contribution / active EE | $100 | $2,991-96.7% | $2,517-96.0% | $4,299-97.7% |
| Participant deferral / active EE | -$100 | $4,809-102.1% | $4,155-102.4% | $6,507-101.5% |
| Admin fee / account holder | $4,402 | $8,563-48.6% | $7,231-39.1% | $12,624-65.1% |