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 8-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 | $42,537 | $238,490-82.2% | $180,183-76.4% | $142,382-70.1% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 13.06% | 33.56%-20.5pp | 27.86%-14.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,258 | $6,143-79.5% | $5,039-75.0% | $4,299-70.7% |
| Participant deferral / active EE | $629 | $7,996-92.1% | $6,822-90.8% | $6,507-90.3% |
| Admin fee / account holder | $690 | $28,866-97.6% | $19,975-96.5% | $12,624-94.5% |