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 | $77,952 | $156,318-50.1% | $145,433-46.4% | - |
| Participation rate | 76.8% | 68.6%+8.2pp | 82.1%-5.4pp | - |
| Annual return | 15.15% | 26.27%-11.1pp | 66.58%-51.4pp | - |
| Employer contribution / active EE | $1,526 | $3,387-54.9% | $4,554-66.5% | - |
| Participant deferral / active EE | $4,391 | $6,196-29.1% | $7,897-44.4% | - |
| Admin fee / account holder | $2,053 | $8,746-76.5% | $13,129-84.4% | - |