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 | $51,933 | $183,924-71.8% | $118,746-56.3% | - |
| Participation rate | 74.7% | 67.3%+7.5pp | 78.3%-3.5pp | - |
| Annual return | 16.19% | 14.55%+1.6pp | 24.54%-8.4pp | - |
| Employer contribution / active EE | $575 | $1,983-71.0% | $4,193-86.3% | - |
| Participant deferral / active EE | $1,985 | $3,061-35.1% | $5,332-62.8% | - |
| Admin fee / account holder | $4,356 | $14,079-69.1% | $10,720-59.4% | - |