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 | $31,567 | $185,822-83.0% | $169,993-81.4% | $139,434-77.4% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 13.91% | 60.50%-46.6pp | 53.37%-39.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,160 | $7,590-84.7% | $6,785-82.9% | $4,751-75.6% |
| Participant deferral / active EE | $2,835 | $11,622-75.6% | $10,408-72.8% | $6,710-57.7% |
| Admin fee / account holder | $6,203 | $15,381-59.7% | $12,815-51.6% | $11,403-45.6% |