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 | $48,391 | $136,307-64.5% | $106,619-54.6% | $273,961-82.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.17% | 11.05%-1.9pp | 9.42%-0.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $498 | $5,190-90.4% | $3,947-87.4% | $4,869-89.8% |
| Participant deferral / active EE | $578 | $4,969-88.4% | $3,930-85.3% | $5,287-89.1% |
| Admin fee / account holder | $49,039 | $8,625+468.6% | $6,418+664.0% | $10,132+384.0% |