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 | $44,031 | $86,929-49.3% | $102,423-57.0% | $80,856-45.5% |
| Participation rate | 80.2% | 72.4%+7.8pp | 76.5%+3.7pp | 67.6%+12.6pp |
| Annual return | 12.46% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $611 | $2,369-74.2% | $3,023-79.8% | $2,755-77.8% |
| Participant deferral / active EE | $1,651 | $4,118-59.9% | $5,053-67.3% | $4,296-61.6% |
| Admin fee / account holder | $5,497 | $8,049-31.7% | $9,451-41.8% | $6,918-20.5% |