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 | $33,733 | $127,386-73.5% | $115,037-70.7% | $125,391-73.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.02% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $546 | $5,166-89.4% | $4,608-88.1% | $4,866-88.8% |
| Participant deferral / active EE | $1,233 | $6,423-80.8% | $6,026-79.5% | $5,352-77.0% |
| Admin fee / account holder | $5,412 | $9,516-43.1% | $8,175-33.8% | $9,540-43.3% |