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 | $82,117 | $101,724-19.3% | $164,813-50.2% | $80,856+1.6% |
| Participation rate | 78.9% | 71.8%+7.0pp | 78.6%+0.3pp | 67.6%+11.2pp |
| Annual return | 21.26% | 16.72%+4.5pp | 69.93%-48.7pp | 35.59%-14.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $627 | $4,477-86.0% | $6,031-89.6% | $4,296-85.4% |
| Admin fee / account holder | $13,078 | $8,227+59.0% | $12,690+3.1% | $6,918+89.0% |