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 | $77,062 | $214,378-64.1% | $200,582-61.6% | $142,382-45.9% |
| Participation rate | 78.6% | 87.4%-8.9pp | 86.9%-8.3pp | 80.1%-1.5pp |
| Annual return | 12.28% | 46.41%-34.1pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,052 | $6,841-84.6% | $6,419-83.6% | $4,299-75.5% |
| Participant deferral / active EE | $2,309 | $9,865-76.6% | $9,331-75.3% | $6,507-64.5% |
| Admin fee / account holder | $11,847 | $17,692-33.0% | $16,305-27.3% | $12,624-6.2% |