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 | $357,407 | $105,860+237.6% | $90,749+293.8% | $134,475+165.8% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -30.41% | -11.01%-19.4pp | -12.16%-18.2pp | 417.96%-448.4pp |
| Employer contribution / active EE | $1,765 | $3,462-49.0% | $2,921-39.6% | $4,740-62.8% |
| Participant deferral / active EE | $1,298 | $5,216-75.1% | $4,564-71.6% | $6,400-79.7% |
| Admin fee / account holder | $9,078 | $13,938-34.9% | $8,445+7.5% | $11,426-20.6% |