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 | $39,669 | $92,222-57.0% | $76,768-48.3% | $135,375-70.7% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -0.23% | 5.46%-5.7pp | 2.43%-2.7pp | 519.73%-520.0pp |
| Employer contribution / active EE | $46 | $3,216-98.6% | $2,485-98.1% | $4,779-99.0% |
| Participant deferral / active EE | $401 | $4,509-91.1% | $3,852-89.6% | $5,609-92.9% |
| Admin fee / account holder | $500 | $10,748-95.3% | $6,675-92.5% | $10,827-95.4% |