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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,952 | $64,480+296.9% | $81,382+214.5% | $80,856+216.6% |
| Participation rate | 94.1% | 63.9%+30.2pp | 69.5%+24.6pp | 67.6%+26.5pp |
| Annual return | 10.15% | 16.34%-6.2pp | 24.73%-14.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $6,866 | $1,978+247.0% | $2,463+178.8% | $2,755+149.2% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,371 | $5,671+47.6% | $5,768+45.1% | $6,918+21.0% |