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 3-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 | $104,450 | $69,477+50.3% | $94,646+10.4% | $71,457+46.2% |
| Participation rate | 79.3% | 78.4%+0.9pp | 80.8%-1.5pp | 67.9%+11.4pp |
| Annual return | 0.00% | 29.66%-29.7pp | 156.71%-156.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $394 | $2,853-86.2% | $3,672-89.3% | $2,588-84.8% |
| Participant deferral / active EE | $1,446 | $7,345-80.3% | $7,418-80.5% | $4,289-66.3% |
| Admin fee / account holder | $346 | $1,210-71.4% | $7,231-95.2% | $1,587-78.2% |