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 | $103,503 | $83,427+24.1% | $115,756-10.6% | $68,494+51.1% |
| Participation rate | 96.2% | 71.9%+24.3pp | 77.1%+19.1pp | 67.9%+28.3pp |
| Annual return | -14.20% | -10.95%-3.3pp | 143.14%-157.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $477 | $3,075-84.5% | $3,793-87.4% | $2,596-81.6% |
| Participant deferral / active EE | $1,968 | $5,355-63.2% | $6,254-68.5% | $4,027-51.1% |
| Admin fee / account holder | $13,829 | $5,708+142.3% | $8,124+70.2% | $5,403+156.0% |