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 6-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 | $87,709 | $192,717-54.5% | $142,449-38.4% | $139,434-37.1% |
| Participation rate | 93.8% | 81.5%+12.3pp | 76.8%+17.0pp | 80.3%+13.4pp |
| Annual return | 18.85% | 17.99%+0.9pp | 19.99%-1.1pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,216 | $5,806-79.0% | $4,847-74.9% | $4,751-74.4% |
| Participant deferral / active EE | $1,579 | $7,208-78.1% | $6,283-74.9% | $6,710-76.5% |
| Admin fee / account holder | $5,068 | $15,124-66.5% | $10,011-49.4% | $11,403-55.6% |