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 9-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 | $70,125 | $117,841-40.5% | $102,423-31.5% | $145,922-51.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.78% | 31.65%-13.9pp | 29.32%-11.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $659 | $3,615-81.8% | $3,023-78.2% | $4,660-85.9% |
| Participant deferral / active EE | $1,319 | $5,731-77.0% | $5,053-73.9% | $6,688-80.3% |
| Admin fee / account holder | $1,008 | $13,326-92.4% | $9,451-89.3% | $13,397-92.5% |