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 5-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 | $44,427 | $127,065-65.0% | $113,168-60.7% | $142,382-68.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 17.84% | 24.03%-6.2pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $329 | $3,442-90.5% | $2,975-89.0% | $4,299-92.4% |
| Participant deferral / active EE | $1,289 | $5,716-77.4% | $5,107-74.8% | $6,507-80.2% |
| Admin fee / account holder | $1,365 | $15,736-91.3% | $12,068-88.7% | $12,624-89.2% |