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 | $57,444 | $209,411-72.6% | $178,490-67.8% | $158,922-63.9% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 15.50% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $632 | $5,706-88.9% | $5,011-87.4% | $4,761-86.7% |
| Participant deferral / active EE | $1,958 | $5,954-67.1% | $5,202-62.4% | $5,982-67.3% |
| Admin fee / account holder | $3,221 | $17,074-81.1% | $13,984-77.0% | $11,246-71.4% |