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 | $71,243 | $144,119-50.6% | $117,854-39.5% | $147,584-51.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 10.72% | 531.15%-520.4pp | 335.08%-324.4pp | 578.55%-567.8pp |
| Employer contribution / active EE | $313 | $4,896-93.6% | $3,786-91.7% | $4,876-93.6% |
| Participant deferral / active EE | $1,433 | $5,316-73.0% | $4,482-68.0% | $5,439-73.6% |
| Admin fee / account holder | $16,067 | $10,886+47.6% | $8,020+100.3% | $10,885+47.6% |