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 6-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 | $37,201 | $110,257-66.3% | $96,544-61.5% | $139,434-73.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 12.28% | 26.32%-14.0pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $435 | $3,620-88.0% | $2,965-85.3% | $4,751-90.8% |
| Participant deferral / active EE | $1,691 | $5,548-69.5% | $4,851-65.1% | $6,710-74.8% |
| Admin fee / account holder | $5,441 | $11,591-53.1% | $8,252-34.1% | $11,403-52.3% |