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 | $277,098 | $89,355+210.1% | $141,162+96.3% | $72,985+279.7% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | -1.48% | 111.85%-113.3pp | 71.39%-72.9pp | 81.00%-82.5pp |
| Employer contribution / active EE | $18,761 | $3,114+502.4% | $4,735+296.2% | $2,440+668.9% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $92,881 | $5,958+1458.9% | $10,261+805.2% | $5,124+1712.5% |