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 | $150,312 | $162,781-7.7% | $133,956+12.2% | $158,922-5.4% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 11.16% | 41.94%-30.8pp | 45.09%-33.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $175 | $4,975-96.5% | $3,919-95.5% | $4,761-96.3% |
| Participant deferral / active EE | $1,043 | $5,911-82.4% | $5,048-79.3% | $5,982-82.6% |
| Admin fee / account holder | $6,279 | $11,736-46.5% | $8,927-29.7% | $11,246-44.2% |