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 9-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 | $60,617 | $209,832-71.1% | $189,513-68.0% | $167,490-63.8% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 15.96% | 748.27%-732.3pp | 555.15%-539.2pp | 478.56%-462.6pp |
| Employer contribution / active EE | $894 | $6,914-87.1% | $6,162-85.5% | $4,837-81.5% |
| Participant deferral / active EE | $2,050 | $8,935-77.1% | $8,221-75.1% | $6,341-67.7% |
| Admin fee / account holder | $434 | $14,293-97.0% | $12,045-96.4% | $12,309-96.5% |