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 | $169,244 | $98,750+71.4% | $149,696+13.1% | $79,858+111.9% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.1pp |
| Annual return | 16.04% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $204 | $3,216-93.7% | $4,644-95.6% | $2,471-91.8% |
| Participant deferral / active EE | $1,759 | $5,680-69.0% | $6,842-74.3% | $3,740-53.0% |
| Admin fee / account holder | $12,879 | $6,053+112.8% | $9,309+38.4% | $5,306+142.7% |