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 | $33,624 | $67,606-50.3% | $82,313-59.2% | $70,131-52.1% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.0pp |
| Annual return | 14.86% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,166 | $2,987-61.0% | $3,706-68.5% | $3,332-65.0% |
| Admin fee / account holder | $872 | $4,512-80.7% | $5,608-84.4% | $4,645-81.2% |