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 | $179,189 | $198,466-9.7% | $170,442+5.1% | $147,584+21.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 14.25% | 257.29%-243.0pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $385 | $6,184-93.8% | $5,433-92.9% | $4,876-92.1% |
| Participant deferral / active EE | $385 | $5,629-93.2% | $4,939-92.2% | $5,439-92.9% |
| Admin fee / account holder | $14,000 | $16,852-16.9% | $13,880+0.9% | $10,885+28.6% |