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 | $50,903 | $110,094-53.8% | $151,611-66.4% | $68,494-25.7% |
| Participation rate | 72.7% | 84.0%-11.2pp | 87.5%-14.8pp | 67.9%+4.8pp |
| Annual return | -11.79% | -10.12%-1.7pp | 3.33%-15.1pp | -7.84%-3.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,263 | $6,527-65.3% | $8,363-72.9% | $4,027-43.8% |
| Admin fee / account holder | $2,250 | $7,719-70.9% | $11,616-80.6% | $5,403-58.4% |