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 | $24,515 | $102,828-76.2% | $105,387-76.7% | $152,861-84.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.51% | 20.85%-6.3pp | 26.82%-12.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $911 | $4,473-79.6% | $4,213-78.4% | $4,762-80.9% |
| Participant deferral / active EE | $1,245 | $5,465-77.2% | $5,502-77.4% | $5,850-78.7% |
| Admin fee / account holder | $1,966 | $8,683-77.4% | $6,559-70.0% | $11,596-83.0% |