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 | $98,939 | $178,584-44.6% | $84,750+16.7% | - |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.6%+23.4pp | - |
| Annual return | 4.76% | 76.22%-71.5pp | 22.78%-18.0pp | - |
| Employer contribution / active EE | $189 | $1,402-86.5% | $3,574-94.7% | - |
| Participant deferral / active EE | $714 | $2,836-74.8% | $3,712-80.8% | - |
| Admin fee / account holder | $370 | $9,656-96.2% | $5,332-93.1% | - |