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 | $45,795 | $87,540-47.7% | $75,781-39.6% | $125,391-63.5% |
| Participation rate | 88.2% | 80.2%+8.1pp | 75.8%+12.4pp | 83.2%+5.0pp |
| Annual return | -1.09% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $46 | $3,930-98.8% | $3,323-98.6% | $4,866-99.0% |
| Participant deferral / active EE | $618 | $4,229-85.4% | $3,651-83.1% | $5,352-88.4% |
| Admin fee / account holder | $4,019 | $6,502-38.2% | $5,299-24.2% | $9,540-57.9% |