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 | $24,781 | $133,467-81.4% | $75,781-67.3% | - |
| Participation rate | 98.0% | 60.6%+37.4pp | 75.8%+22.2pp | - |
| Annual return | -2.62% | -2.40%-0.2pp | 9.68%-12.3pp | - |
| Employer contribution / active EE | $2,128 | $1,704+24.8% | $3,323-36.0% | - |
| Participant deferral / active EE | $2,671 | $2,196+21.6% | $3,651-26.9% | - |
| Admin fee / account holder | $2,325 | $9,890-76.5% | $5,299-56.1% | - |