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 | $137,222 | $157,256-12.7% | $141,162-2.8% | $152,861-10.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 39.28% | 64.32%-25.0pp | 71.39%-32.1pp | 345.32%-306.0pp |
| Employer contribution / active EE | $900 | $5,261-82.9% | $4,735-81.0% | $4,762-81.1% |
| Participant deferral / active EE | $1,087 | $7,109-84.7% | $6,709-83.8% | $5,850-81.4% |
| Admin fee / account holder | $627 | $12,120-94.8% | $10,261-93.9% | $11,596-94.6% |