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 | $94,869 | $157,256-39.7% | $141,162-32.8% | $152,861-37.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.98% | 64.32%-48.3pp | 71.39%-55.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $629 | $5,261-88.1% | $4,735-86.7% | $4,762-86.8% |
| Participant deferral / active EE | $205 | $7,109-97.1% | $6,709-96.9% | $5,850-96.5% |
| Admin fee / account holder | $17,561 | $12,120+44.9% | $10,261+71.1% | $11,596+51.4% |