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 | $40,129 | $159,901-74.9% | $146,958-72.7% | $145,922-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.31% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $54 | $5,286-99.0% | $4,933-98.9% | $4,660-98.8% |
| Participant deferral / active EE | $944 | $8,428-88.8% | $8,070-88.3% | $6,688-85.9% |
| Admin fee / account holder | $376 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |