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 | $415,876 | $127,386+226.5% | $115,037+261.5% | $125,391+231.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -3.73% | 31.28%-35.0pp | 26.14%-29.9pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,140 | $5,166-77.9% | $4,608-75.3% | $4,866-76.6% |
| Participant deferral / active EE | $1,864 | $6,423-71.0% | $6,026-69.1% | $5,352-65.2% |
| Admin fee / account holder | $11,075 | $9,516+16.4% | $8,175+35.5% | $9,540+16.1% |