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 | $138,941 | $167,484-17.0% | $151,611-8.4% | $134,475+3.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.50% | 7.80%-21.3pp | 3.33%-16.8pp | 417.96%-431.5pp |
| Employer contribution / active EE | $815 | $6,829-88.1% | $6,166-86.8% | $4,740-82.8% |
| Participant deferral / active EE | $1,955 | $8,986-78.2% | $8,363-76.6% | $6,400-69.5% |
| Admin fee / account holder | $1,846 | $13,783-86.6% | $11,616-84.1% | $11,426-83.8% |