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 5-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 | $12,736 | $189,613-93.3% | $167,512-92.4% | $142,382-91.1% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 15.68% | 2024.68%-2009.0pp | 1615.79%-1600.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,023 | $6,981-85.3% | $6,405-84.0% | $6,507-84.3% |
| Admin fee / account holder | $631 | $10,528-94.0% | $9,769-93.5% | $12,624-95.0% |