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 | $77,176 | $136,307-43.4% | $106,619-27.6% | $273,961-71.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 78.0%+7.7pp | 83.0%+2.7pp |
| Annual return | 4.42% | 11.05%-6.6pp | 9.42%-5.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $677 | $5,190-87.0% | $3,947-82.9% | $4,869-86.1% |
| Participant deferral / active EE | $677 | $4,969-86.4% | $3,930-82.8% | $5,287-87.2% |
| Admin fee / account holder | $17,114 | $8,625+98.4% | $6,418+166.6% | $10,132+68.9% |