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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,691 | $430,061-20.5% | $331,881+3.0% | $357,791-4.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 79.6%+20.4pp | 85.6%+14.4pp |
| Annual return | 18.00% | -3.13%+21.1pp | -0.91%+18.9pp | 396.79%-378.8pp |
| Employer contribution / active EE | $18,140 | $9,014+101.2% | $7,480+142.5% | $7,508+141.6% |
| Participant deferral / active EE | $16,258 | $4,517+259.9% | $4,619+252.0% | $5,521+194.5% |
| Admin fee / account holder | $10,587 | $30,517-65.3% | $26,542-60.1% | $28,387-62.7% |