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 | $39,477 | $132,634-70.2% | $115,768-65.9% | $137,256-71.2% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.4%-1.7pp | 80.0%-7.2pp |
| Annual return | 13.44% | 160.70%-147.3pp | 100.46%-87.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $47 | $3,360-98.6% | $2,940-98.4% | $4,156-98.9% |
| Participant deferral / active EE | $142 | $5,619-97.5% | $4,917-97.1% | $6,407-97.8% |
| Admin fee / account holder | $1,540 | $15,028-89.8% | $12,439-87.6% | $12,270-87.4% |