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 | $45,872 | $183,963-75.1% | $162,163-71.7% | $152,861-70.0% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 13.11% | 150.76%-137.7pp | 115.59%-102.5pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,279 | $6,371-79.9% | $5,614-77.2% | $4,762-73.1% |
| Participant deferral / active EE | $2,579 | $8,034-67.9% | $7,298-64.7% | $5,850-55.9% |
| Admin fee / account holder | $3,269 | $13,121-75.1% | $10,843-69.8% | $11,596-71.8% |