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 | $34,232 | $81,233-57.9% | $155,567-78.0% | $80,874-57.7% |
| Participation rate | 77.5% | 66.2%+11.3pp | 78.2%-0.7pp | 67.6%+9.9pp |
| Annual return | 11.34% | 33.33%-22.0pp | 64.74%-53.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $142 | $3,101-95.4% | $4,674-97.0% | $2,756-94.8% |
| Participant deferral / active EE | $537 | $3,452-84.5% | $5,628-90.5% | $4,297-87.5% |
| Admin fee / account holder | $2,627 | $7,998-67.2% | $15,916-83.5% | $6,935-62.1% |