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 | $60,803 | $54,380+11.8% | $68,509-11.2% | $59,632+2.0% |
| Participation rate | 71.4% | 70.2%+1.2pp | 74.7%-3.3pp | 68.7%+2.8pp |
| Annual return | -2.19% | 2.83%-5.0pp | 8.27%-10.5pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $138 | $1,539-91.0% | $2,278-93.9% | $2,203-93.7% |
| Participant deferral / active EE | $435 | $2,643-83.5% | $3,382-87.1% | $3,192-86.4% |
| Admin fee / account holder | $7,289 | $3,885+87.6% | $5,275+38.2% | $4,297+69.6% |