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 | $30,873 | $57,065-45.9% | $75,670-59.2% | $70,131-56.0% |
| Participation rate | 81.8% | 68.1%+13.7pp | 72.3%+9.5pp | 69.5%+12.3pp |
| Annual return | 12.43% | 23.57%-11.1pp | 27.34%-14.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $163 | $1,817-91.0% | $2,352-93.1% | $2,342-93.0% |
| Participant deferral / active EE | $730 | $2,580-71.7% | $3,142-76.8% | $3,332-78.1% |
| Admin fee / account holder | $1,059 | $3,825-72.3% | $5,800-81.7% | $4,645-77.2% |