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 | $22,919 | $53,596-57.2% | $90,645-74.7% | $64,186-64.3% |
| Participation rate | 81.5% | 64.5%+17.0pp | 74.0%+7.5pp | 69.6%+11.9pp |
| Annual return | -6.69% | 4.41%-11.1pp | 1.88%-8.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5 | $1,503-99.7% | $2,532-99.8% | $2,381-99.8% |
| Participant deferral / active EE | $840 | $2,459-65.8% | $3,425-75.5% | $3,470-75.8% |
| Admin fee / account holder | $4,343 | $3,868+12.3% | $4,994-13.0% | $4,888-11.1% |