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 | $32,211 | $72,177-55.4% | $115,037-72.0% | $59,632-46.0% |
| Participation rate | 95.5% | 72.6%+22.9pp | 81.4%+14.1pp | 68.7%+26.8pp |
| Annual return | 1.53% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,952 | $4,783-59.2% | $6,026-67.6% | $3,192-38.8% |
| Admin fee / account holder | $1,051 | $4,927-78.7% | $8,175-87.1% | $4,297-75.5% |