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 | $172,440 | $282,106-38.9% | $172,739-0.2% | - |
| Participation rate | 100.0% | 64.8%+35.2pp | 82.6%+17.4pp | - |
| Annual return | 13.38% | 12.00%+1.4pp | 802.84%-789.5pp | - |
| Employer contribution / active EE | $3,105 | $1,776+74.8% | $5,143-39.6% | - |
| Participant deferral / active EE | $7,347 | $2,424+203.1% | $5,198+41.4% | - |
| Admin fee / account holder | $16,876 | $24,081-29.9% | $13,954+20.9% | - |