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 | $41,822 | $67,606-38.1% | $82,313-49.2% | $70,131-40.4% |
| Participation rate | 72.3% | 72.8%-0.4pp | 76.9%-4.6pp | 69.5%+2.8pp |
| Annual return | 13.10% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $166 | $1,755-90.6% | $2,428-93.2% | $2,342-92.9% |
| Participant deferral / active EE | $1,023 | $2,987-65.8% | $3,706-72.4% | $3,332-69.3% |
| Admin fee / account holder | $3,022 | $4,512-33.0% | $5,608-46.1% | $4,645-34.9% |