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 5-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 | $87,497 | $159,602-45.2% | $150,045-41.7% | $142,382-38.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.52% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $419 | $4,961-91.5% | $4,693-91.1% | $4,299-90.2% |
| Participant deferral / active EE | $1,250 | $8,310-85.0% | $7,997-84.4% | $6,507-80.8% |
| Admin fee / account holder | $516 | $14,846-96.5% | $13,435-96.2% | $12,624-95.9% |