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 | $81,486 | $165,335-50.7% | $149,696-45.6% | $158,922-48.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.25% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $649 | $5,103-87.3% | $4,644-86.0% | $4,761-86.4% |
| Participant deferral / active EE | $1,297 | $7,181-81.9% | $6,842-81.0% | $5,982-78.3% |
| Admin fee / account holder | $1,466 | $10,807-86.4% | $9,309-84.2% | $11,246-87.0% |