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 | $352,368 | $89,753+292.6% | $107,525+227.7% | $84,808+315.5% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 3.22% | 29.48%-26.3pp | 181.32%-178.1pp | 40.90%-37.7pp |
| Employer contribution / active EE | $17,173 | $3,113+451.6% | $3,754+357.5% | $2,631+552.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,781 | $7,222+7.7% | $8,919-12.8% | $7,344+6.0% |