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 | $75,406 | $137,414-45.1% | $189,513-60.2% | $85,850-12.2% |
| Participation rate | 72.0% | 84.6%-12.6pp | 87.8%-15.8pp | 69.3%+2.7pp |
| Annual return | 11.95% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,191 | $4,344-72.6% | $6,162-80.7% | $2,565-53.6% |
| Participant deferral / active EE | $1,946 | $6,260-68.9% | $8,221-76.3% | $3,952-50.8% |
| Admin fee / account holder | $6,842 | $8,630-20.7% | $12,045-43.2% | $6,260+9.3% |