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 | $112,825 | $125,758-10.3% | $169,993-33.6% | $75,163+50.1% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.0%-0.8pp | 67.2%+19.0pp |
| Annual return | 31.08% | 27.20%+3.9pp | 53.37%-22.3pp | 160.62%-129.5pp |
| Employer contribution / active EE | $957 | $4,615-79.3% | $6,785-85.9% | $2,670-64.2% |
| Participant deferral / active EE | $2,919 | $6,837-57.3% | $10,408-72.0% | $4,125-29.2% |
| Admin fee / account holder | $5,016 | $8,173-38.6% | $12,815-60.9% | $5,651-11.2% |