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 6-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 | $26,541 | $332,085-92.0% | $149,673-82.3% | - |
| Participation rate | 90.9% | 60.9%+30.0pp | 78.8%+12.1pp | - |
| Annual return | 33.96% | 51.04%-17.1pp | 134.42%-100.5pp | - |
| Employer contribution / active EE | $1,746 | $2,795-37.5% | $4,818-63.8% | - |
| Participant deferral / active EE | $2,856 | $2,947-3.1% | $5,680-49.7% | - |
| Admin fee / account holder | $1,318 | $47,995-97.3% | $13,210-90.0% | - |