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 | $46,921 | $62,586-25.0% | $76,768-38.9% | $64,186-26.9% |
| Participation rate | 86.2% | 72.8%+13.4pp | 77.0%+9.2pp | 69.6%+16.6pp |
| Annual return | 15.62% | -1.95%+17.6pp | 2.43%+13.2pp | 7.63%+8.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,048 | $3,145-66.7% | $3,852-72.8% | $3,470-69.8% |
| Admin fee / account holder | $2,593 | $4,667-44.4% | $6,675-61.2% | $4,888-47.0% |