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 7-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 | $56,461 | $189,613-70.2% | $167,512-66.3% | $142,382-60.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.43% | 2024.68%-2003.2pp | 1615.79%-1594.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $255 | $4,349-94.1% | $3,882-93.4% | $4,299-94.1% |
| Participant deferral / active EE | $255 | $6,981-96.3% | $6,405-96.0% | $6,507-96.1% |
| Admin fee / account holder | $955 | $10,528-90.9% | $9,769-90.2% | $12,624-92.4% |