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 8-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 | $26,097 | $62,586-58.3% | $76,768-66.0% | $64,186-59.3% |
| Participation rate | 72.7% | 72.8%-0.1pp | 77.0%-4.2pp | 69.6%+3.2pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $144 | $1,832-92.2% | $2,485-94.2% | $2,381-94.0% |
| Participant deferral / active EE | $1,215 | $3,145-61.4% | $3,852-68.4% | $3,470-65.0% |
| Admin fee / account holder | $1,128 | $4,667-75.8% | $6,675-83.1% | $4,888-76.9% |