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 | $97,017 | $52,681+84.2% | $75,781+28.0% | $59,632+62.7% |
| Participation rate | 96.6% | 67.2%+29.3pp | 75.8%+20.7pp | 68.7%+27.9pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $679 | $2,591-73.8% | $3,651-81.4% | $3,192-78.7% |
| Admin fee / account holder | $11,245 | $3,610+211.5% | $5,299+112.2% | $4,297+161.7% |