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 | $88,150 | $183,963-52.1% | $162,163-45.6% | $152,861-42.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.69% | 150.76%-122.1pp | 115.59%-86.9pp | 345.32%-316.6pp |
| Employer contribution / active EE | $283 | $6,371-95.6% | $5,614-95.0% | $4,762-94.1% |
| Participant deferral / active EE | $2,304 | $8,034-71.3% | $7,298-68.4% | $5,850-60.6% |
| Admin fee / account holder | $11,178 | $13,121-14.8% | $10,843+3.1% | $11,596-3.6% |