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 | $229,389 | $87,705+161.5% | $63,517+261.1% | $125,391+82.9% |
| Participation rate | 84.6% | 77.0%+7.6pp | 71.0%+13.6pp | 83.2%+1.4pp |
| Annual return | -3.03% | 21.70%-24.7pp | -70.30%+67.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $607 | $3,939-84.6% | $2,953-79.5% | $5,352-88.7% |
| Admin fee / account holder | $2,383 | $11,948-80.1% | $5,892-59.6% | $9,540-75.0% |