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 | $61,055 | $94,031-35.1% | $115,768-47.3% | $82,448-25.9% |
| Participation rate | 91.2% | 70.4%+20.8pp | 74.4%+16.8pp | 68.1%+23.2pp |
| Annual return | 15.63% | 20.61%-5.0pp | 100.46%-84.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $162 | $2,323-93.0% | $2,940-94.5% | $2,551-93.6% |
| Participant deferral / active EE | $1,627 | $3,972-59.0% | $4,917-66.9% | $4,139-60.7% |
| Admin fee / account holder | $3,914 | $10,249-61.8% | $12,439-68.5% | $7,234-45.9% |