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 | $32,623 | $287,456-88.7% | $170,442-80.9% | - |
| Participation rate | 72.7% | 60.6%+12.1pp | 83.6%-10.9pp | - |
| Annual return | 25.86% | 6.08%+19.8pp | 205.93%-180.1pp | - |
| Employer contribution / active EE | $2,555 | $2,242+14.0% | $5,433-53.0% | - |
| Participant deferral / active EE | $4,793 | $2,113+126.8% | $4,939-3.0% | - |
| Admin fee / account holder | $3,591 | $39,812-91.0% | $13,880-74.1% | - |