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 10-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 | $20,428 | $59,805-65.8% | $79,550-74.3% | $68,494-70.2% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.5%+1.0pp | 67.9%+2.6pp |
| Annual return | -16.39% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | -$0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,199 | $3,024-60.3% | $3,985-69.9% | $4,027-70.2% |
| Admin fee / account holder | $3,213 | $4,835-33.5% | $6,832-53.0% | $5,403-40.5% |