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 | $24,204 | $114,381-78.8% | $107,525-77.5% | $142,382-83.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.00% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $665 | $4,015-83.4% | $3,754-82.3% | $4,299-84.5% |
| Participant deferral / active EE | $665 | $5,564-88.0% | $5,116-87.0% | $6,507-89.8% |
| Admin fee / account holder | $2,868 | $9,860-70.9% | $8,919-67.8% | $12,624-77.3% |