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 | $95,846 | $168,082-43.0% | $150,045-36.1% | - |
| Participation rate | 96.0% | 71.4%+24.5pp | 82.3%+13.6pp | - |
| Annual return | 15.29% | 24.81%-9.5pp | 62.55%-47.3pp | - |
| Employer contribution / active EE | $1,225 | $3,603-66.0% | $4,693-73.9% | - |
| Participant deferral / active EE | $3,608 | $7,053-48.8% | $7,997-54.9% | - |
| Admin fee / account holder | $8,285 | $7,866+5.3% | $13,435-38.3% | - |