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 | $58,355 | $45,833+27.3% | $62,995-7.4% | - |
| Participation rate | 97.0% | 71.6%+25.4pp | 74.8%+22.2pp | - |
| Annual return | 13.55% | 9.16%+4.4pp | 87.57%-74.0pp | - |
| Employer contribution / active EE | $2,457 | $2,232+10.1% | $2,759-10.9% | - |
| Participant deferral / active EE | $4,956 | $1,887+162.7% | $3,329+48.9% | - |
| Admin fee / account holder | $4,600 | $3,306+39.2% | $3,600+27.8% | - |