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 | $410,679 | $60,349+580.5% | $74,183+453.6% | $62,891+553.0% |
| Participation rate | 87.3% | 72.7%+14.5pp | 76.6%+10.7pp | 69.3%+18.0pp |
| Annual return | -2.10% | 21.37%-23.5pp | 17.74%-19.8pp | 20.14%-22.2pp |
| Employer contribution / active EE | $21,193 | $1,680+1161.4% | $2,370+794.2% | $2,281+829.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,932 | $4,261+320.8% | $5,586+221.0% | $4,296+317.5% |