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 | $81,813 | $180,449-54.7% | $154,107-46.9% | $135,375-39.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.72% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,124 | $6,035-81.4% | $5,298-78.8% | $4,779-76.5% |
| Participant deferral / active EE | $1,486 | $5,806-74.4% | $5,081-70.8% | $5,609-73.5% |
| Admin fee / account holder | $10,259 | $16,143-36.5% | $13,411-23.5% | $10,827-5.3% |