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 | $251,199 | $76,552+228.1% | $123,892+102.8% | $62,891+299.4% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.1pp | 69.3%+28.3pp |
| Annual return | -3.28% | 18.68%-22.0pp | 47.52%-50.8pp | 20.14%-23.4pp |
| Employer contribution / active EE | $8,211 | $2,883+184.9% | $4,617+77.8% | $2,281+260.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,076 | $4,826-15.5% | $8,357-51.2% | $4,296-5.1% |