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 4-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 | $8,170 | $102,245-92.0% | $89,340-90.9% | $137,256-94.0% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 15.22% | 21.89%-6.7pp | 20.57%-5.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $163 | $4,436-96.3% | $3,823-95.7% | $6,407-97.5% |
| Admin fee / account holder | $4,125 | $8,085-49.0% | $6,704-38.5% | $12,270-66.4% |