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 | $6,839 | $82,286-91.7% | $68,791-90.1% | $134,475-94.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.64% | -2.19%-7.4pp | -6.38%-3.3pp | 417.96%-427.6pp |
| Employer contribution / active EE | $23 | $3,301-99.3% | $2,655-99.1% | $4,740-99.5% |
| Participant deferral / active EE | $93 | $4,739-98.0% | $3,941-97.6% | $6,400-98.5% |
| Admin fee / account holder | $3,430 | $6,481-47.1% | $4,932-30.5% | $11,426-70.0% |