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 | $13,348 | $189,613-93.0% | $167,512-92.0% | $142,382-90.6% |
| Participation rate | 70.8% | 80.1%-9.3pp | 77.1%-6.2pp | 80.1%-9.3pp |
| Annual return | 10.56% | 2024.68%-2014.1pp | 1615.79%-1605.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $437 | $4,349-89.9% | $3,882-88.7% | $4,299-89.8% |
| Participant deferral / active EE | $881 | $6,981-87.4% | $6,405-86.2% | $6,507-86.5% |
| Admin fee / account holder | $4,984 | $10,528-52.7% | $9,769-49.0% | $12,624-60.5% |