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 | $49,473 | $153,772-67.8% | $133,980-63.1% | $273,961-81.9% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.1%+4.2pp | 83.0%+8.3pp |
| Annual return | 8.26% | 36.51%-28.3pp | 29.30%-21.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $200 | $6,029-96.7% | $5,211-96.2% | $4,869-95.9% |
| Participant deferral / active EE | $2,295 | $6,958-67.0% | $6,282-63.5% | $5,287-56.6% |
| Admin fee / account holder | $588 | $11,765-95.0% | $9,324-93.7% | $10,132-94.2% |