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 | $37,508 | $91,418-59.0% | $87,100-56.9% | - |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.9%+14.0pp | - |
| Annual return | 16.78% | 14.06%+2.7pp | 28.19%-11.4pp | - |
| Employer contribution / active EE | $867 | $2,156-59.8% | $2,521-65.6% | - |
| Participant deferral / active EE | $2,448 | $3,251-24.7% | $4,049-39.5% | - |
| Admin fee / account holder | $1,356 | $8,929-84.8% | $7,497-81.9% | - |