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 | $24,675 | $62,586-60.6% | $76,768-67.9% | $64,186-61.6% |
| Participation rate | 80.3% | 72.8%+7.5pp | 77.0%+3.4pp | 69.6%+10.8pp |
| Annual return | -4.81% | -1.95%-2.9pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $851 | $3,145-72.9% | $3,852-77.9% | $3,470-75.5% |
| Admin fee / account holder | $2,814 | $4,667-39.7% | $6,675-57.8% | $4,888-42.4% |