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 | $83,432 | $99,032-15.8% | $80,019+4.3% | $135,375-38.4% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -4.69% | 15.39%-20.1pp | 11.22%-15.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $949 | $4,282-77.8% | $3,686-74.3% | $5,609-83.1% |
| Admin fee / account holder | $5,556 | $10,436-46.8% | $6,521-14.8% | $10,827-48.7% |