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 | $31,466 | $226,064-86.1% | $182,532-82.8% | $152,861-79.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.50% | 192.51%-171.0pp | 148.54%-127.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $363 | $4,978-92.7% | $4,076-91.1% | $4,762-92.4% |
| Participant deferral / active EE | $284 | $6,368-95.5% | $5,524-94.9% | $5,850-95.2% |
| Admin fee / account holder | $843 | $10,703-92.1% | $8,592-90.2% | $11,596-92.7% |