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 | $55,878 | $67,459-17.2% | $74,183-24.7% | - |
| Participation rate | 88.9% | 75.7%+13.2pp | 76.6%+12.3pp | - |
| Annual return | 5.07% | 3.47%+1.6pp | 17.74%-12.7pp | - |
| Employer contribution / active EE | $437 | $1,829-76.1% | $2,370-81.6% | - |
| Participant deferral / active EE | $1,796 | $3,061-41.3% | $3,550-49.4% | - |
| Admin fee / account holder | $6,679 | $9,869-32.3% | $5,586+19.6% | - |