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 | $49,216 | $106,890-54.0% | $84,015-41.4% | $152,861-67.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.57% | 104.99%-88.4pp | 71.31%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $294 | $2,734-89.2% | $1,983-85.2% | $4,762-93.8% |
| Participant deferral / active EE | $349 | $4,011-91.3% | $3,239-89.2% | $5,850-94.0% |
| Admin fee / account holder | $761 | $8,285-90.8% | $6,101-87.5% | $11,596-93.4% |