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 | $43,719 | $162,781-73.1% | $133,956-67.4% | $158,922-72.5% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 15.80% | 41.94%-26.1pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $277 | $4,975-94.4% | $3,919-92.9% | $4,761-94.2% |
| Participant deferral / active EE | $657 | $5,911-88.9% | $5,048-87.0% | $5,982-89.0% |
| Admin fee / account holder | $7,621 | $11,736-35.1% | $8,927-14.6% | $11,246-32.2% |