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 3-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 | $45,579 | $65,435-30.3% | $86,677-47.4% | $66,914-31.9% |
| Participation rate | 95.7% | 75.5%+20.2pp | 76.6%+19.1pp | 69.8%+25.9pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.91%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $706 | $2,153-67.2% | $2,836-75.1% | $2,544-72.2% |
| Participant deferral / active EE | $1,601 | $4,100-61.0% | $4,656-65.6% | $4,237-62.2% |
| Admin fee / account holder | $865 | $642+34.9% | $7,493-88.5% | $593+45.9% |