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 | $53,481 | $149,734-64.3% | $118,925-55.0% | $158,922-66.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 75.4%+18.0pp | 82.0%+11.4pp |
| Annual return | 7.62% | 19.95%-12.3pp | 35.88%-28.3pp | 302.83%-295.2pp |
| Employer contribution / active EE | $797 | $4,115-80.6% | $3,263-75.6% | $4,761-83.3% |
| Participant deferral / active EE | $1,368 | $5,223-73.8% | $4,265-67.9% | $5,982-77.1% |
| Admin fee / account holder | $17,302 | $8,603+101.1% | $6,581+162.9% | $11,246+53.9% |