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 | $93,866 | $86,286+8.8% | $111,297-15.7% | $85,850+9.3% |
| Participation rate | 72.4% | 73.3%-0.9pp | 77.3%-4.9pp | 69.3%+3.1pp |
| Annual return | 32.08% | 19.99%+12.1pp | 54.65%-22.6pp | 318.53%-286.5pp |
| Employer contribution / active EE | $407 | $2,043-80.1% | $2,731-85.1% | $2,565-84.1% |
| Participant deferral / active EE | $1,404 | $3,641-61.4% | $4,487-68.7% | $3,952-64.5% |
| Admin fee / account holder | $2,503 | $8,188-69.4% | $7,964-68.6% | $6,260-60.0% |