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 | $101,928 | $48,364+110.8% | $71,796+42.0% | $62,891+62.1% |
| Participation rate | 94.1% | 60.6%+33.5pp | 69.1%+25.0pp | 69.3%+24.8pp |
| Annual return | 4.89% | 13.16%-8.3pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $575 | $2,091-72.5% | $2,794-79.4% | $3,203-82.0% |
| Admin fee / account holder | $3,550 | $3,771-5.9% | $4,815-26.3% | $4,296-17.4% |