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 5-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 | $46,336 | $126,574-63.4% | $106,213-56.4% | $145,922-68.2% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 10.53% | 224.79%-214.3pp | 116.14%-105.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $531 | $3,730-85.8% | $3,171-83.3% | $4,660-88.6% |
| Participant deferral / active EE | $1,209 | $5,724-78.9% | $5,016-75.9% | $6,688-81.9% |
| Admin fee / account holder | $534 | $17,304-96.9% | $11,033-95.2% | $13,397-96.0% |