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 9-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 | $12,336 | $109,904-88.8% | $97,167-87.3% | $145,959-91.5% |
| Participation rate | 94.4% | 75.9%+18.5pp | 72.7%+21.8pp | 80.3%+14.2pp |
| Annual return | 10.63% | 243.43%-232.8pp | 75.27%-64.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $182 | $3,084-94.1% | $2,729-93.3% | $4,661-96.1% |
| Participant deferral / active EE | $525 | $4,676-88.8% | $4,264-87.7% | $6,689-92.2% |
| Admin fee / account holder | $1,227 | $6,216-80.3% | $5,650-78.3% | $13,398-90.8% |