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 | $64,027 | $160,055-60.0% | $140,016-54.3% | $135,375-52.7% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.5%-3.3pp | 82.6%+1.6pp |
| Annual return | -6.75% | 911.38%-918.1pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $723 | $6,420-88.7% | $5,606-87.1% | $4,779-84.9% |
| Participant deferral / active EE | $1,672 | $7,642-78.1% | $6,927-75.9% | $5,609-70.2% |
| Admin fee / account holder | $3,966 | $13,328-70.2% | $10,705-63.0% | $10,827-63.4% |