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 | $164,832 | $237,565-30.6% | $141,162+16.8% | - |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.5%+10.5pp | - |
| Annual return | 23.20% | 19.47%+3.7pp | 71.39%-48.2pp | - |
| Employer contribution / active EE | $2,604 | $2,430+7.1% | $4,735-45.0% | - |
| Participant deferral / active EE | $7,407 | $5,165+43.4% | $6,709+10.4% | - |
| Admin fee / account holder | $4,865 | $15,211-68.0% | $10,261-52.6% | - |