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 | $271,088 | $167,307+62.0% | $143,757+88.6% | $134,475+101.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.14% | 0.46%-29.6pp | -0.04%-29.1pp | 417.96%-447.1pp |
| Employer contribution / active EE | $5,314 | $5,619-5.4% | $4,951+7.3% | $4,740+12.1% |
| Participant deferral / active EE | $1,946 | $6,446-69.8% | $5,637-65.5% | $6,400-69.6% |
| Admin fee / account holder | $1,471 | $18,088-91.9% | $14,673-90.0% | $11,426-87.1% |