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 | $25,223 | $61,660-59.1% | $80,019-68.5% | $64,186-60.7% |
| Participation rate | 93.8% | 71.7%+22.1pp | 75.8%+17.9pp | 69.6%+24.2pp |
| Annual return | 7.33% | -0.33%+7.7pp | 11.22%-3.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $216 | $1,810-88.1% | $2,468-91.3% | $2,381-90.9% |
| Participant deferral / active EE | $874 | $2,968-70.6% | $3,686-76.3% | $3,470-74.8% |
| Admin fee / account holder | $639 | $5,417-88.2% | $6,521-90.2% | $4,888-86.9% |