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.
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.)
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 | $298,744 | $100,754+196.5% | $86,677+244.7% | $134,475+122.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.13% | 29.04%-52.2pp | 35.91%-59.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $621 | $3,489-82.2% | $2,836-78.1% | $4,740-86.9% |
| Participant deferral / active EE | $623 | $5,338-88.3% | $4,656-86.6% | $6,400-90.3% |
| Admin fee / account holder | $8,218 | $10,926-24.8% | $7,493+9.7% | $11,426-28.1% |