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 | $86,168 | $160,055-46.2% | $140,016-38.5% | $135,375-36.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -5.72% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,240 | $6,420-80.7% | $5,606-77.9% | $4,779-74.0% |
| Participant deferral / active EE | $2,654 | $7,642-65.3% | $6,927-61.7% | $5,609-52.7% |
| Admin fee / account holder | $12,136 | $13,328-8.9% | $10,705+13.4% | $10,827+12.1% |