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 | $81,800 | $52,385+56.2% | $57,343+42.7% | - |
| Participation rate | 83.8% | 68.0%+15.8pp | 75.1%+8.7pp | - |
| Annual return | 385.73% | 89.90%+295.8pp | 24.39%+361.3pp | - |
| Employer contribution / active EE | $10,828 | $2,300+370.8% | $2,689+302.7% | - |
| Participant deferral / active EE | $7,503 | $2,423+209.6% | $3,162+137.2% | - |
| Admin fee / account holder | $3,110 | $3,843-19.1% | $3,356-7.3% | - |