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 | $25,040 | $53,127-52.9% | $86,590-71.1% | $70,131-64.3% |
| Participation rate | 79.7% | 65.3%+14.4pp | 73.5%+6.2pp | 69.5%+10.2pp |
| Annual return | 15.56% | 27.66%-12.1pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $691 | $2,696-74.4% | $3,609-80.8% | $3,332-79.3% |
| Admin fee / account holder | $2,616 | $3,585-27.0% | $4,906-46.7% | $4,645-43.7% |