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 | $83,852 | $89,739-6.6% | $149,718-44.0% | $62,292+34.6% |
| Participation rate | 88.1% | 85.1%+3.0pp | 87.1%+1.0pp | 69.5%+18.6pp |
| Annual return | 14.51% | 21.01%-6.5pp | 1501.63%-1487.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $681 | $3,233-78.9% | $5,445-87.5% | $2,042-66.6% |
| Participant deferral / active EE | $2,642 | $4,797-44.9% | $6,569-59.8% | $3,169-16.6% |
| Admin fee / account holder | $6,063 | $551+999.8% | $11,283-46.3% | $479+1164.8% |