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 | $273,080 | $167,307+63.2% | $143,757+90.0% | $134,475+103.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.09% | 0.46%-23.5pp | -0.04%-23.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $3,548 | $5,619-36.9% | $4,951-28.3% | $4,740-25.2% |
| Participant deferral / active EE | $1,452 | $6,446-77.5% | $5,637-74.2% | $6,400-77.3% |
| Admin fee / account holder | $1,449 | $18,088-92.0% | $14,673-90.1% | $11,426-87.3% |