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 | $61,552 | $100,041-38.5% | $149,718-58.9% | $70,131-12.2% |
| Participation rate | 79.5% | 83.6%-4.1pp | 87.1%-7.6pp | 69.5%+9.9pp |
| Annual return | 14.21% | 27.43%-13.2pp | 1501.63%-1487.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,019 | $3,662-72.2% | $5,445-81.3% | $2,342-56.5% |
| Participant deferral / active EE | $1,845 | $4,983-63.0% | $6,569-71.9% | $3,332-44.6% |
| Admin fee / account holder | $1,845 | $8,286-77.7% | $11,283-83.6% | $4,645-60.3% |