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 | $268,526 | $165,335+62.4% | $149,696+79.4% | $158,922+69.0% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 6.42% | 348.15%-341.7pp | 276.60%-270.2pp | 302.83%-296.4pp |
| Employer contribution / active EE | $4,554 | $5,103-10.8% | $4,644-1.9% | $4,761-4.4% |
| Participant deferral / active EE | $1,913 | $7,181-73.4% | $6,842-72.0% | $5,982-68.0% |
| Admin fee / account holder | $4,103 | $10,807-62.0% | $9,309-55.9% | $11,246-63.5% |