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 | $30,202 | $175,202-82.8% | $149,673-79.8% | $139,434-78.3% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 24.43% | 166.71%-142.3pp | 134.42%-110.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $573 | $5,474-89.5% | $4,818-88.1% | $4,751-87.9% |
| Participant deferral / active EE | $1,333 | $6,519-79.5% | $5,680-76.5% | $6,710-80.1% |
| Admin fee / account holder | $1,973 | $16,150-87.8% | $13,210-85.1% | $11,403-82.7% |