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 | $36,020 | $171,865-79.0% | $149,718-75.9% | $147,584-75.6% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 10.13% | 2113.22%-2103.1pp | 1501.63%-1491.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $514 | $6,275-91.8% | $5,445-90.6% | $4,876-89.5% |
| Participant deferral / active EE | $1,171 | $7,271-83.9% | $6,569-82.2% | $5,439-78.5% |
| Admin fee / account holder | $3,512 | $13,799-74.5% | $11,283-68.9% | $10,885-67.7% |