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.
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 | $578,447 | $110,094+425.4% | $151,611+281.5% | $68,494+744.5% |
| Participation rate | 83.8% | 84.0%-0.2pp | 87.5%-3.7pp | 67.9%+15.9pp |
| Annual return | -21.90% | -10.12%-11.8pp | 3.33%-25.2pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,347 | $6,527+73.8% | $8,363+35.7% | $4,027+181.8% |
| Admin fee / account holder | $70,316 | $7,719+811.0% | $11,616+505.3% | $5,403+1201.5% |