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 | $82,992 | $109,413-24.1% | $156,263-46.9% | $84,808-2.1% |
| Participation rate | 98.6% | 72.7%+25.9pp | 78.9%+19.7pp | 68.3%+30.3pp |
| Annual return | 201.95% | 20.18%+181.8pp | 59.47%+142.5pp | 40.90%+161.1pp |
| Employer contribution / active EE | $636 | $2,907-78.1% | $4,333-85.3% | $2,631-75.8% |
| Participant deferral / active EE | $1,036 | $4,590-77.4% | $6,158-83.2% | $4,212-75.4% |
| Admin fee / account holder | $338 | $9,357-96.4% | $14,255-97.6% | $7,344-95.4% |