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 | $121,890 | $432,047-71.8% | $151,611-19.6% | - |
| Participation rate | 99.0% | 83.9%+15.1pp | 87.5%+11.5pp | - |
| Annual return | -3.04% | -11.21%+8.2pp | 3.33%-6.4pp | - |
| Employer contribution / active EE | $2,269 | $4,228-46.3% | $6,166-63.2% | - |
| Participant deferral / active EE | $4,569 | $7,208-36.6% | $8,363-45.4% | - |
| Admin fee / account holder | $1,698 | $147,941-98.9% | $11,616-85.4% | - |