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 | $13,203 | $45,863-71.2% | $77,024-82.9% | $68,494-80.7% |
| Participation rate | 70.0% | 55.9%+14.1pp | 67.9%+2.1pp | 67.9%+2.1pp |
| Annual return | -13.63% | 1.72%-15.3pp | 42.32%-55.9pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $534 | $2,962-82.0% | $4,426-87.9% | $4,027-86.7% |
| Admin fee / account holder | $747 | $3,041-75.4% | $5,425-86.2% | $5,403-86.2% |