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 | $35,869 | $209,832-82.9% | $189,513-81.1% | $167,490-78.6% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 16.41% | 748.27%-731.9pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $754 | $6,914-89.1% | $6,162-87.8% | $4,837-84.4% |
| Participant deferral / active EE | $1,666 | $8,935-81.4% | $8,221-79.7% | $6,341-73.7% |
| Admin fee / account holder | $1,174 | $14,293-91.8% | $12,045-90.3% | $12,309-90.5% |