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 | $357,470 | $94,625+277.8% | $116,228+207.6% | $84,808+321.5% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.6%+19.9pp | 68.3%+26.1pp |
| Annual return | 7.91% | 20.40%-12.5pp | 90.06%-82.2pp | 40.90%-33.0pp |
| Employer contribution / active EE | $4,996 | $2,347+112.9% | $2,994+66.9% | $2,631+89.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $54,283 | $10,091+437.9% | $11,989+352.8% | $7,344+639.2% |