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 | $80,333 | $113,935-29.5% | $94,224-14.7% | $125,391-35.9% |
| Participation rate | 70.0% | 82.9%-12.9pp | 78.8%-8.8pp | 83.2%-13.2pp |
| Annual return | 0.33% | 5.29%-5.0pp | 10.68%-10.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $426 | $5,179-91.8% | $4,320-90.1% | $5,352-92.0% |
| Admin fee / account holder | $16,409 | $8,391+95.6% | $6,269+161.7% | $9,540+72.0% |