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 | $21,338 | $86,699-75.4% | $73,307-70.9% | $125,391-83.0% |
| Participation rate | 76.5% | 78.6%-2.1pp | 74.9%+1.6pp | 83.2%-6.7pp |
| Annual return | 0.33% | 2.78%-2.4pp | 5.67%-5.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $225 | $4,152-94.6% | $3,237-93.0% | $4,866-95.4% |
| Participant deferral / active EE | $682 | $5,550-87.7% | $4,991-86.3% | $5,352-87.3% |
| Admin fee / account holder | $4,723 | $7,771-39.2% | $5,637-16.2% | $9,540-50.5% |