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 | $27,537 | $100,754-72.7% | $86,677-68.2% | $134,475-79.5% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -19.82% | 29.04%-48.9pp | 35.91%-55.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $60 | $3,489-98.3% | $2,836-97.9% | $4,740-98.7% |
| Participant deferral / active EE | $240 | $5,338-95.5% | $4,656-94.9% | $6,400-96.3% |
| Admin fee / account holder | $798 | $10,926-92.7% | $7,493-89.3% | $11,426-93.0% |