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 | $32,223 | $67,606-52.3% | $82,313-60.9% | $70,131-54.1% |
| Participation rate | 84.7% | 72.8%+11.9pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $192 | $1,755-89.1% | $2,428-92.1% | $2,342-91.8% |
| Participant deferral / active EE | $1,002 | $2,987-66.4% | $3,706-73.0% | $3,332-69.9% |
| Admin fee / account holder | $2,325 | $4,512-48.5% | $5,608-58.5% | $4,645-49.9% |