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 | $194,638 | $99,918+94.8% | $81,382+139.2% | $145,922+33.4% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.5%+21.0pp | 80.3%+10.2pp |
| Annual return | 8.80% | 34.32%-25.5pp | 24.73%-15.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $5 | $2,978-99.8% | $2,463-99.8% | $4,660-99.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,030 | $8,212-38.7% | $5,768-12.8% | $13,397-62.5% |