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 | $290,235 | $169,032+71.7% | $129,207+124.6% | $145,922+98.9% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 6.94% | 14330.11%-14323.2pp | 9417.33%-9410.4pp | 561.29%-554.3pp |
| Employer contribution / active EE | $4,143 | $5,537-25.2% | $4,153-0.2% | $4,660-11.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,167 | $9,954-88.3% | $7,715-84.9% | $13,397-91.3% |