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 | $124,574 | $49,280+152.8% | $67,313+85.1% | $64,186+94.1% |
| Participation rate | 89.7% | 60.8%+29.0pp | 69.1%+20.7pp | 69.6%+20.2pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $198 | $1,668-88.1% | $2,566-92.3% | $2,381-91.7% |
| Participant deferral / active EE | $528 | $2,484-78.7% | $3,568-85.2% | $3,470-84.8% |
| Admin fee / account holder | $1,354 | $3,863-64.9% | $4,507-70.0% | $4,888-72.3% |