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 | $294,158 | $67,606+335.1% | $82,313+257.4% | $70,131+319.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 4.56% | 21.57%-17.0pp | 25.88%-21.3pp | 73.14%-68.6pp |
| Employer contribution / active EE | $4,545 | $1,755+159.0% | $2,428+87.2% | $2,342+94.0% |
| Participant deferral / active EE | $926 | $2,987-69.0% | $3,706-75.0% | $3,332-72.2% |
| Admin fee / account holder | $4,061 | $4,512-10.0% | $5,608-27.6% | $4,645-12.6% |