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 | $223,464 | $148,534+50.4% | $135,903+64.4% | $139,434+60.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 15.31% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $713 | $5,243-86.4% | $4,856-85.3% | $4,751-85.0% |
| Participant deferral / active EE | $1,269 | $8,100-84.3% | $7,758-83.6% | $6,710-81.1% |
| Admin fee / account holder | $5,666 | $12,400-54.3% | $10,762-47.4% | $11,403-50.3% |