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 8-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.
Employer 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 | $410,960 | $110,257+272.7% | $96,544+325.7% | $139,434+194.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.62% | 26.32%-18.7pp | 25.84%-18.2pp | 372.94%-365.3pp |
| Employer contribution / active EE | $563 | $3,620-84.5% | $2,965-81.0% | $4,751-88.2% |
| Participant deferral / active EE | $6,913 | $5,548+24.6% | $4,851+42.5% | $6,710+3.0% |
| Admin fee / account holder | $17,253 | $11,591+48.8% | $8,252+109.1% | $11,403+51.3% |