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 | $22,517 | $105,860-78.7% | $90,749-75.2% | $134,475-83.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.36% | -11.01%-9.3pp | -12.16%-8.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $54 | $3,462-98.4% | $2,921-98.1% | $4,740-98.9% |
| Participant deferral / active EE | $777 | $5,216-85.1% | $4,564-83.0% | $6,400-87.9% |
| Admin fee / account holder | $15,787 | $13,938+13.3% | $8,445+86.9% | $11,426+38.2% |