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 | $45,214 | $58,828-23.1% | $77,999-42.0% | $62,891-28.1% |
| Participation rate | 79.3% | 71.1%+8.3pp | 75.5%+3.8pp | 69.3%+10.0pp |
| Annual return | 9.12% | 17.16%-8.0pp | 425.96%-416.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $227 | $1,672-86.4% | $2,470-90.8% | $2,281-90.1% |
| Participant deferral / active EE | $935 | $2,686-65.2% | $3,497-73.3% | $3,203-70.8% |
| Admin fee / account holder | $976 | $4,393-77.8% | $5,480-82.2% | $4,296-77.3% |