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 7-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 | $24,338 | $72,177-66.3% | $115,037-78.8% | $59,632-59.2% |
| Participation rate | 77.3% | 72.6%+4.7pp | 81.4%-4.1pp | 68.7%+8.6pp |
| Annual return | -2.10% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $46 | $2,841-98.4% | $4,608-99.0% | $2,203-97.9% |
| Participant deferral / active EE | $1,796 | $4,783-62.4% | $6,026-70.2% | $3,192-43.7% |
| Admin fee / account holder | $5,085 | $4,927+3.2% | $8,175-37.8% | $4,297+18.3% |