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 | $29,581 | $97,757-69.7% | $83,848-64.7% | $135,375-78.1% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | 0.45% | 1287.37%-1286.9pp | 850.88%-850.4pp | 519.73%-519.3pp |
| Employer contribution / active EE | $351 | $4,222-91.7% | $3,631-90.3% | $4,779-92.6% |
| Participant deferral / active EE | $963 | $4,682-79.4% | $4,082-76.4% | $5,609-82.8% |
| Admin fee / account holder | $11,908 | $6,674+78.4% | $5,478+117.4% | $10,827+10.0% |