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 | $33,767 | $62,586-46.0% | $76,768-56.0% | $64,186-47.4% |
| Participation rate | 79.1% | 72.8%+6.3pp | 77.0%+2.1pp | 69.6%+9.5pp |
| Annual return | -4.46% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $11 | $1,832-99.4% | $2,485-99.6% | $2,381-99.6% |
| Participant deferral / active EE | $1,264 | $3,145-59.8% | $3,852-67.2% | $3,470-63.6% |
| Admin fee / account holder | $1,672 | $4,667-64.2% | $6,675-74.9% | $4,888-65.8% |