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 | $50,368 | $91,190-44.8% | $178,490-71.8% | $79,858-36.9% |
| Participation rate | 97.2% | 69.2%+28.0pp | 81.9%+15.3pp | 69.6%+27.6pp |
| Annual return | 12.12% | 24.19%-12.1pp | 151.07%-138.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6 | $3,236-99.8% | $5,202-99.9% | $3,740-99.8% |
| Admin fee / account holder | $3,650 | $6,751-45.9% | $13,984-73.9% | $5,306-31.2% |