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 8-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 | $387,068 | $83,477+363.7% | $125,175+209.2% | $72,985+430.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 4.23% | 25.78%-21.5pp | 43.79%-39.6pp | 81.00%-76.8pp |
| Employer contribution / active EE | $14,766 | $2,345+529.6% | $3,865+282.0% | $2,440+505.2% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $120,514 | $5,517+2084.3% | $9,702+1142.1% | $5,124+2251.8% |