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 | $196,458 | $197,591-0.6% | $177,821+10.5% | $158,922+23.6% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 16.04% | 58.76%-42.7pp | 48.32%-32.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $970 | $6,697-85.5% | $5,918-83.6% | $4,761-79.6% |
| Participant deferral / active EE | $2,769 | $8,405-67.1% | $7,714-64.1% | $5,982-53.7% |
| Admin fee / account holder | $1,154 | $15,399-92.5% | $12,427-90.7% | $11,246-89.7% |