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 | $47,705 | $183,963-74.1% | $162,163-70.6% | $152,861-68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.80% | 150.76%-137.0pp | 115.59%-101.8pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,067 | $6,371-83.2% | $5,614-81.0% | $4,762-77.6% |
| Participant deferral / active EE | $1,118 | $8,034-86.1% | $7,298-84.7% | $5,850-80.9% |
| Admin fee / account holder | $2,408 | $13,121-81.7% | $10,843-77.8% | $11,596-79.2% |