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 | $11,293 | $40,256-71.9% | $57,343-80.3% | $59,632-81.1% |
| Participation rate | 82.0% | 69.2%+12.8pp | 75.1%+6.9pp | 68.7%+13.3pp |
| Annual return | -0.21% | 27.49%-27.7pp | 24.39%-24.6pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $595 | $2,399-75.2% | $3,162-81.2% | $3,192-81.4% |
| Admin fee / account holder | $3,356 | $2,818+19.1% | $3,3560% | $4,297-21.9% |