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 | $256,353 | $95,803+167.6% | $113,168+126.5% | $84,808+202.3% |
| Participation rate | 78.9% | 72.9%+6.1pp | 76.6%+2.4pp | 68.3%+10.6pp |
| Annual return | 9.29% | 25.00%-15.7pp | 24.27%-15.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $3,240 | $2,360+37.3% | $2,975+8.9% | $2,631+23.1% |
| Participant deferral / active EE | $518 | $4,242-87.8% | $5,107-89.9% | $4,212-87.7% |
| Admin fee / account holder | $7,032 | $8,989-21.8% | $12,068-41.7% | $7,344-4.2% |