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 | $70,236 | $110,094-36.2% | $151,611-53.7% | $68,494+2.5% |
| Participation rate | 79.6% | 84.0%-4.3pp | 87.5%-7.9pp | 67.9%+11.7pp |
| Annual return | -13.12% | -10.12%-3.0pp | 3.33%-16.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,372 | $4,471-69.3% | $6,166-77.8% | $2,596-47.2% |
| Participant deferral / active EE | $2,183 | $6,527-66.6% | $8,363-73.9% | $4,027-45.8% |
| Admin fee / account holder | $2,633 | $7,719-65.9% | $11,616-77.3% | $5,403-51.3% |