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 | $302,557 | $82,882+265.0% | $127,761+136.8% | $72,985+314.5% |
| Participation rate | 91.3% | 71.5%+19.8pp | 79.0%+12.3pp | 69.5%+21.8pp |
| Annual return | 13.32% | 32.20%-18.9pp | 26.14%-12.8pp | 81.00%-67.7pp |
| Employer contribution / active EE | $19,837 | $3,346+492.8% | $4,574+333.7% | $2,440+713.0% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,021-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,355 | $6,487-2.0% | $9,395-32.4% | $5,124+24.0% |