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 | $29,620 | $61,660-52.0% | $80,019-63.0% | $64,186-53.9% |
| Participation rate | 78.8% | 71.7%+7.2pp | 75.8%+3.0pp | 69.6%+9.3pp |
| Annual return | -6.65% | -0.33%-6.3pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,028 | $2,968-65.4% | $3,686-72.1% | $3,470-70.4% |
| Admin fee / account holder | $481 | $5,417-91.1% | $6,521-92.6% | $4,888-90.1% |