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 | $57,052 | $136,307-58.1% | $106,619-46.5% | $273,961-79.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 78.0%+10.9pp | 83.0%+5.9pp |
| Annual return | 7.05% | 11.05%-4.0pp | 9.42%-2.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $634 | $5,190-87.8% | $3,947-83.9% | $4,869-87.0% |
| Participant deferral / active EE | $977 | $4,969-80.3% | $3,930-75.1% | $5,287-81.5% |
| Admin fee / account holder | $2,902 | $8,625-66.4% | $6,418-54.8% | $10,132-71.4% |