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 4-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 | $12,876 | $95,266-86.5% | $82,389-84.4% | $142,382-91.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.18% | 25.74%-7.6pp | 28.67%-10.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $400 | $2,991-86.6% | $2,517-84.1% | $4,299-90.7% |
| Participant deferral / active EE | $985 | $4,809-79.5% | $4,155-76.3% | $6,507-84.9% |
| Admin fee / account holder | $2,298 | $8,563-73.2% | $7,231-68.2% | $12,624-81.8% |