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 | $87,717 | $290,732-69.8% | $200,582-56.3% | - |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.9%+4.0pp | - |
| Annual return | 14.88% | 14.10%+0.8pp | 42.33%-27.5pp | - |
| Employer contribution / active EE | $2,208 | $5,017-56.0% | $6,419-65.6% | - |
| Participant deferral / active EE | $4,651 | $8,241-43.6% | $9,331-50.2% | - |
| Admin fee / account holder | $4,296 | $8,656-50.4% | $16,305-73.7% | - |