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 | $34,767 | $80,968-57.1% | $96,544-64.0% | $75,163-53.7% |
| Participation rate | 72.5% | 71.8%+0.8pp | 76.0%-3.4pp | 67.2%+5.4pp |
| Annual return | 21.57% | 27.06%-5.5pp | 25.84%-4.3pp | 160.62%-139.0pp |
| Employer contribution / active EE | $249 | $2,282-89.1% | $2,965-91.6% | $2,670-90.7% |
| Participant deferral / active EE | $568 | $3,928-85.5% | $4,851-88.3% | $4,125-86.2% |
| Admin fee / account holder | $746 | $6,724-88.9% | $8,252-91.0% | $5,651-86.8% |