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 5-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 | $48,816 | $755,339-93.5% | $379,746-87.1% | $158,922-69.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $855 | $4,685-81.8% | $3,540-75.9% | $4,761-82.0% |
| Participant deferral / active EE | $956 | $7,938-88.0% | $6,024-84.1% | $5,982-84.0% |
| Admin fee / account holder | $18,929 | $14,482+30.7% | $7,927+138.8% | $11,246+68.3% |