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 | $110,234 | $152,460-27.7% | $118,746-7.2% | $147,584-25.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.69% | 17.41%-1.7pp | 24.54%-8.8pp | 578.55%-562.9pp |
| Employer contribution / active EE | $465 | $5,046-90.8% | $4,193-88.9% | $4,876-90.5% |
| Participant deferral / active EE | $626 | $6,212-89.9% | $5,332-88.3% | $5,439-88.5% |
| Admin fee / account holder | $12,014 | $16,953-29.1% | $10,720+12.1% | $10,885+10.4% |