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 6-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 | $48,312 | $91,190-47.0% | $178,490-72.9% | $79,858-39.5% |
| Participation rate | 83.8% | 69.2%+14.6pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $167 | $3,256-94.9% | $5,011-96.7% | $2,471-93.3% |
| Participant deferral / active EE | $579 | $3,236-82.1% | $5,202-88.9% | $3,740-84.5% |
| Admin fee / account holder | $487 | $6,751-92.8% | $13,984-96.5% | $5,306-90.8% |