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 | $89,012 | $183,592-51.5% | $155,567-42.8% | $145,959-39.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.35% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $670 | $5,315-87.4% | $4,674-85.7% | $4,661-85.6% |
| Participant deferral / active EE | $977 | $6,464-84.9% | $5,628-82.6% | $6,689-85.4% |
| Admin fee / account holder | $17,848 | $19,318-7.6% | $15,916+12.1% | $13,398+33.2% |