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 | $356,731 | $109,413+226.0% | $156,263+128.3% | $84,808+320.6% |
| Participation rate | 97.2% | 72.7%+24.5pp | 78.9%+18.3pp | 68.3%+28.9pp |
| Annual return | 3.10% | 20.18%-17.1pp | 59.47%-56.4pp | 40.90%-37.8pp |
| Employer contribution / active EE | $1,029 | $2,907-64.6% | $4,333-76.3% | $2,631-60.9% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $52,350 | $9,357+459.5% | $14,255+267.2% | $7,344+612.8% |