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 | $66,575 | $154,117-56.8% | $129,995-48.8% | $139,434-52.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 10.52% | 32.48%-22.0pp | -137.18%+147.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $405 | $5,289-92.4% | $4,320-90.6% | $4,751-91.5% |
| Participant deferral / active EE | $1,027 | $6,710-84.7% | $5,820-82.3% | $6,710-84.7% |
| Admin fee / account holder | $8,036 | $14,007-42.6% | $10,614-24.3% | $11,403-29.5% |