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 | $41,455 | $71,883-42.3% | $86,677-52.2% | $68,494-39.5% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -9.74% | 3.52%-13.3pp | 35.91%-45.6pp | -7.84%-1.9pp |
| Employer contribution / active EE | $459 | $2,173-78.9% | $2,836-83.8% | $2,596-82.3% |
| Participant deferral / active EE | $1,638 | $3,779-56.6% | $4,656-64.8% | $4,027-59.3% |
| Admin fee / account holder | $53,663 | $6,112+778.0% | $7,493+616.1% | $5,403+893.3% |