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 | $224,287 | $167,484+33.9% | $151,611+47.9% | $134,475+66.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.64% | 7.80%-26.4pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $598 | $6,829-91.2% | $6,166-90.3% | $4,740-87.4% |
| Participant deferral / active EE | $1,197 | $8,986-86.7% | $8,363-85.7% | $6,400-81.3% |
| Admin fee / account holder | $90,591 | $13,783+557.3% | $11,616+679.9% | $11,426+692.9% |