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 | $69,763 | $65,344+6.8% | $73,307-4.8% | - |
| Participation rate | 94.0% | 64.3%+29.7pp | 74.9%+19.1pp | - |
| Annual return | 81.33% | 1.10%+80.2pp | 5.67%+75.7pp | - |
| Employer contribution / active EE | $400 | $1,124-64.5% | $3,237-87.7% | - |
| Participant deferral / active EE | $3,148 | $3,573-11.9% | $4,991-36.9% | - |
| Admin fee / account holder | $1,016 | $988+2.8% | $5,637-82.0% | - |