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 | $24,104 | $96,965-75.1% | $97,995-75.4% | $147,584-83.7% |
| Participation rate | 71.4% | 83.6%-12.2pp | 82.4%-11.0pp | 82.8%-11.4pp |
| Annual return | 14.38% | 24.11%-9.7pp | 23.94%-9.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,141 | $4,536-74.8% | $4,158-72.6% | $4,876-76.6% |
| Participant deferral / active EE | $1,263 | $5,081-75.1% | $5,097-75.2% | $5,439-76.8% |
| Admin fee / account holder | $4,310 | $8,120-46.9% | $5,943-27.5% | $10,885-60.4% |