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 | $325,773 | $91,538+255.9% | $129,995+150.6% | $75,163+333.4% |
| Participation rate | 97.8% | 71.4%+26.4pp | 78.5%+19.3pp | 67.2%+30.6pp |
| Annual return | 0.72% | -631.11%+631.8pp | -137.18%+137.9pp | 160.62%-159.9pp |
| Employer contribution / active EE | $4,348 | $2,845+52.8% | $4,320+0.7% | $2,670+62.9% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $18,240 | $6,790+168.6% | $10,614+71.8% | $5,651+222.8% |