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 | $103,769 | $225,748-54.0% | $136,294-23.9% | - |
| Participation rate | 99.0% | 69.2%+29.7pp | 81.9%+17.1pp | - |
| Annual return | 15.24% | 13.52%+1.7pp | 5155.94%-5140.7pp | - |
| Employer contribution / active EE | $1,785 | $3,134-43.1% | $4,695-62.0% | - |
| Participant deferral / active EE | $7,140 | $4,803+48.7% | $6,247+14.3% | - |
| Admin fee / account holder | $2,653 | $10,864-75.6% | $9,243-71.3% | - |