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 | $317,513 | $148,534+113.8% | $135,903+133.6% | $139,434+127.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.55% | 79.19%-79.7pp | 68.23%-68.8pp | 372.94%-373.5pp |
| Employer contribution / active EE | $1,192 | $5,243-77.3% | $4,856-75.4% | $4,751-74.9% |
| Participant deferral / active EE | $1,986 | $8,100-75.5% | $7,758-74.4% | $6,710-70.4% |
| Admin fee / account holder | $4,361 | $12,400-64.8% | $10,762-59.5% | $11,403-61.8% |