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 | $48,654 | $201,272-75.8% | $184,203-73.6% | $145,922-66.7% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 13.22% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,030 | $7,022-85.3% | $6,427-84.0% | $4,660-77.9% |
| Participant deferral / active EE | $1,231 | $9,806-87.5% | $9,131-86.5% | $6,688-81.6% |
| Admin fee / account holder | $11,114 | $16,364-32.1% | $13,901-20.0% | $13,397-17.0% |