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 | $43,916 | $157,256-72.1% | $141,162-68.9% | $152,861-71.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.67% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $475 | $5,261-91.0% | $4,735-90.0% | $4,762-90.0% |
| Participant deferral / active EE | $1,817 | $7,109-74.4% | $6,709-72.9% | $5,850-68.9% |
| Admin fee / account holder | $1,270 | $12,120-89.5% | $10,261-87.6% | $11,596-89.1% |