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 | $37,882 | $133,467-71.6% | $75,781-50.0% | - |
| Participation rate | 93.9% | 60.6%+33.4pp | 75.8%+18.1pp | - |
| Annual return | -1.07% | -2.40%+1.3pp | 9.68%-10.7pp | - |
| Employer contribution / active EE | $2,155 | $1,704+26.4% | $3,323-35.1% | - |
| Participant deferral / active EE | $2,960 | $2,196+34.8% | $3,651-18.9% | - |
| Admin fee / account holder | $2,537 | $9,890-74.4% | $5,299-52.1% | - |