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 | $37,941 | $117,841-67.8% | $102,423-63.0% | $145,922-74.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 17.88% | 31.65%-13.8pp | 29.32%-11.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $691 | $3,615-80.9% | $3,023-77.2% | $4,660-85.2% |
| Participant deferral / active EE | $1,343 | $5,731-76.6% | $5,053-73.4% | $6,688-79.9% |
| Admin fee / account holder | $7,133 | $13,326-46.5% | $9,451-24.5% | $13,397-46.8% |