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 | $4,449 | $81,625-94.5% | $58,482-92.4% | $139,434-96.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.09% | 7404.20%-7387.1pp | 4239.32%-4222.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $13 | $1,398-99.1% | $1,053-98.8% | $4,751-99.7% |
| Participant deferral / active EE | $20 | $2,557-99.2% | $1,924-99.0% | $6,710-99.7% |
| Admin fee / account holder | $564 | $3,265-82.7% | $2,516-77.6% | $11,403-95.1% |