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 | $116,427 | $131,829-11.7% | $108,579+7.2% | $273,961-57.5% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 4.18% | -91.57%+95.7pp | -51.70%+55.9pp | 41.45%-37.3pp |
| Employer contribution / active EE | $676 | $4,912-86.2% | $3,758-82.0% | $4,869-86.1% |
| Participant deferral / active EE | $933 | $5,127-81.8% | $4,311-78.3% | $5,287-82.3% |
| Admin fee / account holder | $822 | $10,252-92.0% | $7,645-89.2% | $10,132-91.9% |