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 | $101,698 | $206,359-50.7% | $123,544-17.7% | - |
| Participation rate | 93.9% | 72.1%+21.8pp | 82.3%+11.6pp | - |
| Annual return | -4.99% | -5.77%+0.8pp | 119.20%-124.2pp | - |
| Employer contribution / active EE | $2,097 | $2,538-17.4% | $4,628-54.7% | - |
| Participant deferral / active EE | $7,012 | $5,785+21.2% | $6,426+9.1% | - |
| Admin fee / account holder | $4,785 | $21,386-77.6% | $9,284-48.5% | - |