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 7-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 | $27,212 | $45,438-40.1% | $80,004-66.0% | $59,632-54.4% |
| Participation rate | 81.3% | 63.7%+17.5pp | 73.0%+8.2pp | 68.7%+12.6pp |
| Annual return | -0.91% | 5.10%-6.0pp | 7.63%-8.5pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $731 | $2,231-67.2% | $3,204-77.2% | $3,192-77.1% |
| Admin fee / account holder | $2,066 | $3,464-40.4% | $5,033-59.0% | $4,297-51.9% |