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 | $61,071 | $227,611-73.2% | $115,037-46.9% | - |
| Participation rate | 94.9% | 70.4%+24.5pp | 81.4%+13.6pp | - |
| Annual return | 0.52% | -2.26%+2.8pp | 26.14%-25.6pp | - |
| Employer contribution / active EE | $1,996 | $2,567-22.2% | $4,608-56.7% | - |
| Participant deferral / active EE | $3,594 | $4,583-21.6% | $6,026-40.4% | - |
| Admin fee / account holder | $536 | $24,340-97.8% | $8,175-93.4% | - |