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 9-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 | $74,855 | $225,748-66.8% | $136,294-45.1% | - |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | - |
| Annual return | 16.82% | 13.52%+3.3pp | 5155.94%-5139.1pp | - |
| Employer contribution / active EE | $1,308 | $3,134-58.3% | $4,695-72.1% | - |
| Participant deferral / active EE | $5,928 | $4,803+23.4% | $6,247-5.1% | - |
| Admin fee / account holder | $2,126 | $10,864-80.4% | $9,243-77.0% | - |