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 | $65,182 | $124,319-47.6% | $111,297-41.4% | $167,490-61.1% |
| Participation rate | 79.2% | 79.6%-0.4pp | 77.3%+1.9pp | 82.1%-2.9pp |
| Annual return | 10.29% | 37.44%-27.1pp | 54.65%-44.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $198 | $3,435-94.2% | $2,731-92.7% | $4,837-95.9% |
| Participant deferral / active EE | $1,427 | $5,180-72.5% | $4,487-68.2% | $6,341-77.5% |
| Admin fee / account holder | $6,330 | $10,618-40.4% | $7,964-20.5% | $12,309-48.6% |