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 6-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 | $180,515 | $154,228+17.0% | $145,433+24.1% | $137,256+31.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | -$5,657 | $4,804-217.8% | $4,554-224.2% | $4,156-236.1% |
| Participant deferral / active EE | -$2,430 | $8,216-129.6% | $7,897-130.8% | $6,407-137.9% |
| Admin fee / account holder | $39,601 | $14,344+176.1% | $13,129+201.6% | $12,270+222.7% |