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 5-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 | $168,679 | $213,957-21.2% | $149,696+12.7% | - |
| Participation rate | 92.9% | 79.5%+13.4pp | 82.5%+10.5pp | - |
| Annual return | 40.76% | 9.83%+30.9pp | 276.60%-235.8pp | - |
| Employer contribution / active EE | $2,077 | $3,868-46.3% | $4,644-55.3% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,842-100.0% | - |
| Admin fee / account holder | $21,219 | $24,510-13.4% | $9,309+127.9% | - |