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 | $25,895 | $92,222-71.9% | $76,768-66.3% | $135,375-80.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.08% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $225 | $3,216-93.0% | $2,485-91.0% | $4,779-95.3% |
| Participant deferral / active EE | $900 | $4,509-80.0% | $3,852-76.6% | $5,609-84.0% |
| Admin fee / account holder | $413 | $10,748-96.2% | $6,675-93.8% | $10,827-96.2% |