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 | $614,882 | $25,014+2358.2% | $69,647+782.9% | $80,856+660.5% |
| Participation rate | 93.3% | 64.2%+29.1pp | 66.5%+26.9pp | 67.6%+25.7pp |
| Annual return | 1.69% | 19.07%-17.4pp | 100.48%-98.8pp | 35.59%-33.9pp |
| Employer contribution / active EE | $19,097 | $993+1823.1% | $1,712+1015.1% | $2,755+593.2% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,886-100.0% | $4,296-100.0% |
| Admin fee / account holder | $17,975 | $2,488+622.5% | $4,713+281.4% | $6,918+159.8% |