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 | $237,048 | $77,314+206.6% | $177,989+33.2% | $80,856+193.2% |
| Participation rate | 70.4% | 65.7%+4.7pp | 77.1%-6.7pp | 67.6%+2.7pp |
| Annual return | 13.08% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,124 | $4,411-74.5% | $6,276-82.1% | $4,296-73.8% |
| Admin fee / account holder | $7,690 | $7,191+6.9% | $10,363-25.8% | $6,918+11.2% |