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 | $19,966 | $105,859-81.1% | $90,160-77.9% | $147,584-86.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.05% | 37.63%-17.6pp | 34.88%-14.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $432 | $4,126-89.5% | $3,318-87.0% | $4,876-91.1% |
| Participant deferral / active EE | $432 | $5,733-92.5% | $5,288-91.8% | $5,439-92.1% |
| Admin fee / account holder | $551 | $8,046-93.2% | $5,943-90.7% | $10,885-94.9% |