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 6-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 | $15,898 | $74,888-78.8% | $71,209-77.7% | $142,382-88.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 26.23% | 345.14%-318.9pp | 282.51%-256.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $277 | $2,854-90.3% | $2,721-89.8% | $4,299-93.5% |
| Participant deferral / active EE | $545 | $4,454-87.8% | $4,175-86.9% | $6,507-91.6% |
| Admin fee / account holder | $4,720 | $5,568-15.2% | $5,349-11.7% | $12,624-62.6% |