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 | $24,751 | $127,386-80.6% | $115,037-78.5% | $125,391-80.3% |
| Participation rate | 84.6% | 84.2%+0.5pp | 81.4%+3.2pp | 83.2%+1.4pp |
| Annual return | 1.62% | 31.28%-29.7pp | 26.14%-24.5pp | 282.22%-280.6pp |
| Employer contribution / active EE | $722 | $5,166-86.0% | $4,608-84.3% | $4,866-85.2% |
| Participant deferral / active EE | $1,539 | $6,423-76.0% | $6,026-74.5% | $5,352-71.3% |
| Admin fee / account holder | $1,074 | $9,516-88.7% | $8,175-86.9% | $9,540-88.7% |