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 | $33,788 | $112,729-70.0% | $98,716-65.8% | $137,256-75.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 14.25% | 38.48%-24.2pp | 31.81%-17.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $779 | $4,640-83.2% | $4,048-80.8% | $6,407-87.8% |
| Admin fee / account holder | $1,041 | $10,129-89.7% | $8,703-88.0% | $12,270-91.5% |