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 | $24,812 | $97,044-74.4% | $83,333-70.2% | $135,375-81.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.99% | 12.31%-18.3pp | 10.63%-16.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $340 | $4,143-91.8% | $3,379-89.9% | $4,779-92.9% |
| Participant deferral / active EE | $1,472 | $5,964-75.3% | $5,565-73.5% | $5,609-73.8% |
| Admin fee / account holder | $3,540 | $8,380-57.8% | $7,510-52.9% | $10,827-67.3% |