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 7-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 | $19,684 | $148,534-86.7% | $135,903-85.5% | $139,434-85.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.66% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $794 | $5,243-84.9% | $4,856-83.7% | $4,751-83.3% |
| Participant deferral / active EE | $1,679 | $8,100-79.3% | $7,758-78.4% | $6,710-75.0% |
| Admin fee / account holder | $318 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |