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 4-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 | $535,718 | $71,050+654.0% | $93,606+472.3% | $80,856+562.6% |
| Participation rate | 98.7% | 60.4%+38.3pp | 68.7%+30.0pp | 67.6%+31.1pp |
| Annual return | -21.91% | 11.26%-33.2pp | 133.20%-155.1pp | 35.59%-57.5pp |
| Employer contribution / active EE | $32,860 | $1,564+2001.5% | $2,420+1258.0% | $2,755+1092.8% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $27,425 | $6,945+294.9% | $8,285+231.0% | $6,918+296.4% |