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 8-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 | $385,134 | $72,277+432.9% | $101,248+280.4% | $79,858+382.3% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 10.32% | 22.30%-12.0pp | 46.47%-36.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,371 | $2,692-49.1% | $3,660-62.5% | $2,471-44.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,135 | $4,400-74.2% | $5,945-80.9% | $5,306-78.6% |