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 | $65,764 | $178,174-63.1% | $156,181-57.9% | $137,256-52.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 17.66% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $605 | $4,972-87.8% | $4,294-85.9% | $4,156-85.4% |
| Participant deferral / active EE | $570 | $6,888-91.7% | $6,132-90.7% | $6,407-91.1% |
| Admin fee / account holder | $2,676 | $17,404-84.6% | $14,586-81.7% | $12,270-78.2% |