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 | $289,184 | $95,803+201.9% | $113,168+155.5% | $84,808+241.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 7.47% | 25.00%-17.5pp | 24.27%-16.8pp | 40.90%-33.4pp |
| Employer contribution / active EE | $2,295 | $2,360-2.8% | $2,975-22.9% | $2,631-12.8% |
| Participant deferral / active EE | $1,418 | $4,242-66.6% | $5,107-72.2% | $4,212-66.3% |
| Admin fee / account holder | $60,651 | $8,989+574.7% | $12,068+402.6% | $7,344+725.9% |