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 | $85,898 | $102,317-16.0% | $146,958-41.5% | $80,856+6.2% |
| Participation rate | 94.5% | 75.8%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 22.27% | 134.76%-112.5pp | 418.34%-396.1pp | 35.59%-13.3pp |
| Employer contribution / active EE | $804 | $3,713-78.3% | $4,933-83.7% | $2,755-70.8% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,099 | $7,941-73.6% | $12,998-83.9% | $6,918-69.7% |