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 | $19,250 | $46,732-58.8% | $156,549-87.7% | $55,167-65.1% |
| Participation rate | 76.6% | 65.8%+10.8pp | 84.0%-7.5pp | 69.0%+7.6pp |
| Annual return | 6.58% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $28 | $2,105-98.7% | $5,501-99.5% | $1,963-98.6% |
| Participant deferral / active EE | $119 | $2,204-94.6% | $4,871-97.6% | $3,054-96.1% |
| Admin fee / account holder | $2,312 | $418+452.7% | $13,027-82.3% | $504+358.9% |