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 | $58,503 | $62,586-6.5% | $76,768-23.8% | $64,186-8.9% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | -7.19% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $317 | $1,832-82.7% | $2,485-87.2% | $2,381-86.7% |
| Participant deferral / active EE | $1,395 | $3,145-55.6% | $3,852-63.8% | $3,470-59.8% |
| Admin fee / account holder | $481 | $4,667-89.7% | $6,675-92.8% | $4,888-90.2% |