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 | $24,784 | $165,335-85.0% | $149,696-83.4% | $158,922-84.4% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 8.36% | 348.15%-339.8pp | 276.60%-268.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $275 | $5,103-94.6% | $4,644-94.1% | $4,761-94.2% |
| Participant deferral / active EE | $1,542 | $7,181-78.5% | $6,842-77.5% | $5,982-74.2% |
| Admin fee / account holder | $9,951 | $10,807-7.9% | $9,309+6.9% | $11,246-11.5% |