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 | $37,126 | $111,754-66.8% | $103,333-64.1% | $145,922-74.6% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 19.49% | 24.77%-5.3pp | 24.88%-5.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $770 | $4,212-81.7% | $3,868-80.1% | $4,660-83.5% |
| Participant deferral / active EE | $360 | $5,619-93.6% | $5,057-92.9% | $6,688-94.6% |
| Admin fee / account holder | $714 | $9,750-92.7% | $8,355-91.5% | $13,397-94.7% |