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 | $13,761 | $43,327-68.2% | $59,878-77.0% | $64,186-78.6% |
| Participation rate | 86.2% | 69.2%+17.0pp | 74.7%+11.5pp | 69.6%+16.6pp |
| Annual return | 0.78% | -1.55%+2.3pp | 3.46%-2.7pp | 7.63%-6.9pp |
| Employer contribution / active EE | $82 | $2,028-95.9% | $2,722-97.0% | $2,381-96.5% |
| Participant deferral / active EE | $480 | $2,546-81.1% | $3,402-85.9% | $3,470-86.2% |
| Admin fee / account holder | $554 | $3,005-81.6% | $3,590-84.6% | $4,888-88.7% |