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.
Employer 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,946 | $288,797-8.3% | $239,577+10.6% | $382,429-30.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 11.43% | -3.30%+14.7pp | -0.70%+12.1pp | 248.85%-237.4pp |
| Employer contribution / active EE | $7,630 | $8,558-10.8% | $7,232+5.5% | $8,036-5.1% |
| Participant deferral / active EE | $3,995 | $6,420-37.8% | $5,676-29.6% | $5,727-30.3% |
| Admin fee / account holder | $592 | $18,649-96.8% | $19,315-96.9% | $30,732-98.1% |