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 | $72,656 | $150,440-51.7% | $136,294-46.7% | $147,584-50.8% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 18.31% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $534 | $5,256-89.8% | $4,695-88.6% | $4,876-89.1% |
| Participant deferral / active EE | $2,069 | $6,630-68.8% | $6,247-66.9% | $5,439-61.9% |
| Admin fee / account holder | $1,996 | $10,905-81.7% | $9,243-78.4% | $10,885-81.7% |