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 | $22,682 | $93,346-75.7% | $71,796-68.4% | $273,961-91.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 5.08% | 130.39%-125.3pp | 78.04%-73.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $9 | $2,733-99.7% | $1,924-99.5% | $4,869-99.8% |
| Participant deferral / active EE | $35 | $3,475-99.0% | $2,794-98.8% | $5,287-99.3% |
| Admin fee / account holder | $1,895 | $6,571-71.2% | $4,815-60.6% | $10,132-81.3% |