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 | $191,792 | $287,456-33.3% | $170,442+12.5% | - |
| Participation rate | 84.8% | 60.6%+24.2pp | 83.6%+1.3pp | - |
| Annual return | 16.81% | 6.08%+10.7pp | 205.93%-189.1pp | - |
| Employer contribution / active EE | $7,173 | $2,242+219.9% | $5,433+32.0% | - |
| Participant deferral / active EE | $5,955 | $2,113+181.8% | $4,939+20.6% | - |
| Admin fee / account holder | $2,154 | $39,812-94.6% | $13,880-84.5% | - |