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 | $14,006 | $48,795-71.3% | $65,493-78.6% | $84,808-83.5% |
| Participation rate | 88.2% | 67.0%+21.3pp | 73.1%+15.1pp | 68.3%+19.9pp |
| Annual return | 20.64% | 20.20%+0.4pp | 982.45%-961.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $332 | $1,930-82.8% | $2,574-87.1% | $2,631-87.4% |
| Participant deferral / active EE | $714 | $2,928-75.6% | $3,961-82.0% | $4,212-83.1% |
| Admin fee / account holder | $1,367 | $3,877-64.7% | $5,028-72.8% | $7,344-81.4% |