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 | $48,011 | $183,963-73.9% | $162,163-70.4% | $152,861-68.6% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 16.35% | 150.76%-134.4pp | 115.59%-99.2pp | 345.32%-329.0pp |
| Employer contribution / active EE | $792 | $6,371-87.6% | $5,614-85.9% | $4,762-83.4% |
| Participant deferral / active EE | $1,561 | $8,034-80.6% | $7,298-78.6% | $5,850-73.3% |
| Admin fee / account holder | $14,861 | $13,121+13.3% | $10,843+37.1% | $11,596+28.1% |