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 | $134,096 | $227,611-41.1% | $115,037+16.6% | - |
| Participation rate | 89.9% | 70.4%+19.5pp | 81.4%+8.5pp | - |
| Annual return | 1.16% | -2.26%+3.4pp | 26.14%-25.0pp | - |
| Employer contribution / active EE | $9,183 | $2,567+257.8% | $4,608+99.3% | - |
| Participant deferral / active EE | $9,232 | $4,583+101.5% | $6,026+53.2% | - |
| Admin fee / account holder | $9,018 | $24,340-63.0% | $8,175+10.3% | - |