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 | $31,679 | $180,449-82.4% | $154,107-79.4% | $135,375-76.6% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -1.52% | 888.09%-889.6pp | 735.12%-736.6pp | 519.73%-521.3pp |
| Employer contribution / active EE | $964 | $6,035-84.0% | $5,298-81.8% | $4,779-79.8% |
| Participant deferral / active EE | $1,449 | $5,806-75.1% | $5,081-71.5% | $5,609-74.2% |
| Admin fee / account holder | $491 | $16,143-97.0% | $13,411-96.3% | $10,827-95.5% |