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 8-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 | $46,005 | $228,332-79.9% | $185,823-75.2% | $158,922-71.1% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 10.40% | 40.80%-30.4pp | 35.95%-25.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $497 | $4,967-90.0% | $4,087-87.8% | $4,761-89.6% |
| Participant deferral / active EE | $270 | $6,415-95.8% | $5,632-95.2% | $5,982-95.5% |
| Admin fee / account holder | $414 | $11,864-96.5% | $9,500-95.6% | $11,246-96.3% |