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 | $34,463 | $54,762-37.1% | $90,281-61.8% | $72,985-52.8% |
| Participation rate | 93.9% | 65.1%+28.8pp | 73.3%+20.7pp | 69.5%+24.5pp |
| Annual return | 23.33% | 30.63%-7.3pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $54 | $2,092-97.4% | $2,854-98.1% | $2,440-97.8% |
| Participant deferral / active EE | $115 | $2,887-96.0% | $3,885-97.1% | $3,607-96.8% |
| Admin fee / account holder | $2,388 | $3,972-39.9% | $5,351-55.4% | $5,124-53.4% |