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 10-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 | $17,796 | $107,791-83.5% | $90,645-80.4% | $135,375-86.9% |
| Participation rate | 93.8% | 78.0%+15.7pp | 74.0%+19.7pp | 82.6%+11.1pp |
| Annual return | -5.43% | -0.90%-4.5pp | 1.88%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $378 | $3,872-90.3% | $3,425-89.0% | $5,609-93.3% |
| Admin fee / account holder | $763 | $5,930-87.1% | $4,994-84.7% | $10,827-93.0% |