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 | $52,610 | $171,865-69.4% | $149,718-64.9% | $147,584-64.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 16.01% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $49 | $6,275-99.2% | $5,445-99.1% | $4,876-99.0% |
| Participant deferral / active EE | $1,299 | $7,271-82.1% | $6,569-80.2% | $5,439-76.1% |
| Admin fee / account holder | $842 | $13,799-93.9% | $11,283-92.5% | $10,885-92.3% |