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 9-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 | $30,091 | $62,586-51.9% | $76,768-60.8% | $64,186-53.1% |
| Participation rate | 97.2% | 72.8%+24.4pp | 77.0%+20.3pp | 69.6%+27.7pp |
| Annual return | -6.67% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $175 | $1,832-90.5% | $2,485-93.0% | $2,381-92.7% |
| Participant deferral / active EE | $1,060 | $3,145-66.3% | $3,852-72.5% | $3,470-69.4% |
| Admin fee / account holder | $3,747 | $4,667-19.7% | $6,675-43.9% | $4,888-23.3% |