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 | $79,467 | $152,587-47.9% | $125,175-36.5% | $152,861-48.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.77% | 54.84%-44.1pp | 43.79%-33.0pp | 345.32%-334.5pp |
| Employer contribution / active EE | $763 | $4,946-84.6% | $3,865-80.3% | $4,762-84.0% |
| Participant deferral / active EE | $1,295 | $5,868-77.9% | $4,937-73.8% | $5,850-77.9% |
| Admin fee / account holder | $37,846 | $13,434+181.7% | $9,702+290.1% | $11,596+226.4% |