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 | $62,489 | $118,450-47.2% | $98,439-36.5% | $139,434-55.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 18.94%-5.4pp | 21.16%-7.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $269 | $3,609-92.5% | $3,048-91.2% | $4,751-94.3% |
| Participant deferral / active EE | $1,076 | $5,392-80.0% | $4,738-77.3% | $6,710-84.0% |
| Admin fee / account holder | $13,737 | $14,026-2.1% | $8,948+53.5% | $11,403+20.5% |