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 | $34,598 | $67,411-48.7% | $91,001-62.0% | $70,131-50.7% |
| Participation rate | 70.0% | 71.4%-1.4pp | 75.6%-5.6pp | 69.5%+0.5pp |
| Annual return | 15.31% | -40.16%+55.5pp | 4.60%+10.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $933 | $2,823-66.9% | $3,547-73.7% | $3,332-72.0% |
| Admin fee / account holder | $3,450 | $4,236-18.6% | $5,417-36.3% | $4,645-25.7% |