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 | $43,083 | $88,707-51.4% | $74,183-41.9% | $273,961-84.3% |
| Participation rate | 77.3% | 79.4%-2.2pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 4.48% | 11.94%-7.5pp | 17.74%-13.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,009 | $4,212-76.0% | $3,550-71.6% | $5,287-80.9% |
| Admin fee / account holder | $21,588 | $8,717+147.7% | $5,586+286.5% | $10,132+113.1% |