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 3-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 | $30,814 | $179,726-82.9% | $156,263-80.3% | $142,382-78.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 21.22% | 77.86%-56.6pp | 59.47%-38.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $779 | $5,069-84.6% | $4,333-82.0% | $4,299-81.9% |
| Participant deferral / active EE | $981 | $6,956-85.9% | $6,158-84.1% | $6,507-84.9% |
| Admin fee / account holder | $1,308 | $17,272-92.4% | $14,255-90.8% | $12,624-89.6% |