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 | $360,251 | $817,678-55.9% | $392,568-8.2% | $152,861+135.7% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.1%-0.3pp | 82.4%-4.7pp |
| Annual return | 4.11% | 22.84%-18.7pp | 24.42%-20.3pp | 345.32%-341.2pp |
| Employer contribution / active EE | $5,556 | $5,502+1.0% | $3,783+46.8% | $4,762+16.7% |
| Participant deferral / active EE | $900 | $8,398-89.3% | $5,985-85.0% | $5,850-84.6% |
| Admin fee / account holder | $7,229 | $12,095-40.2% | $6,260+15.5% | $11,596-37.7% |