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 | $228,014 | $217,402+4.9% | $185,823+22.7% | $167,490+36.1% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 19.88% | 148.36%-128.5pp | 122.05%-102.2pp | 478.56%-458.7pp |
| Employer contribution / active EE | $781 | $5,873-86.7% | $5,167-84.9% | $4,837-83.9% |
| Participant deferral / active EE | $567 | $6,356-91.1% | $5,568-89.8% | $6,341-91.1% |
| Admin fee / account holder | $19,630 | $19,811-0.9% | $16,237+20.9% | $12,309+59.5% |