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 | $173,712 | $127,386+36.4% | $115,037+51.0% | $125,391+38.5% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -0.41% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $783 | $5,166-84.8% | $4,608-83.0% | $4,866-83.9% |
| Participant deferral / active EE | $1,107 | $6,423-82.8% | $6,026-81.6% | $5,352-79.3% |
| Admin fee / account holder | $7,577 | $9,516-20.4% | $8,175-7.3% | $9,540-20.6% |