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 | $153,635 | $190,225-19.2% | $117,854+30.4% | - |
| Participation rate | 80.8% | 74.9%+6.0pp | 79.7%+1.1pp | - |
| Annual return | 16.71% | 90.66%-74.0pp | 335.08%-318.4pp | - |
| Employer contribution / active EE | $1,034 | $1,779-41.9% | $3,786-72.7% | - |
| Participant deferral / active EE | $3,086 | $3,327-7.2% | $4,482-31.2% | - |
| Admin fee / account holder | $5,428 | $9,756-44.4% | $8,020-32.3% | - |