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 | $56,514 | $225,748-75.0% | $136,294-58.5% | - |
| Participation rate | 94.9% | 69.2%+25.7pp | 81.9%+13.0pp | - |
| Annual return | 27.41% | 13.52%+13.9pp | 5155.94%-5128.5pp | - |
| Employer contribution / active EE | $1,695 | $3,134-45.9% | $4,695-63.9% | - |
| Participant deferral / active EE | $3,526 | $4,803-26.6% | $6,247-43.6% | - |
| Admin fee / account holder | $1,558 | $10,864-85.7% | $9,243-83.1% | - |