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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,406 | $362,131-29.2% | $285,549-10.2% | $357,791-28.3% |
| Participation rate | 75.0% | 89.8%-14.8pp | 83.2%-8.2pp | 85.6%-10.6pp |
| Annual return | 10.37% | 5.08%+5.3pp | 7.15%+3.2pp | 396.79%-386.4pp |
| Employer contribution / active EE | $0 | $5,952-100.0% | $5,022-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $1,999 | $5,478-63.5% | $4,549-56.0% | $5,521-63.8% |
| Admin fee / account holder | $3,100 | $16,774-81.5% | $13,934-77.8% | $28,387-89.1% |