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 | $25,109 | $98,240-74.4% | $82,313-69.5% | $147,584-83.0% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 23.32% | 30.85%-7.5pp | 25.88%-2.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $501 | $3,192-84.3% | $2,428-79.4% | $4,876-89.7% |
| Participant deferral / active EE | $597 | $4,383-86.4% | $3,706-83.9% | $5,439-89.0% |
| Admin fee / account holder | $1,367 | $8,563-84.0% | $5,608-75.6% | $10,885-87.4% |