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 | $290,163 | $180,449+60.8% | $154,107+88.3% | $135,375+114.3% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -9.44% | 888.09%-897.5pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $173 | $6,035-97.1% | $5,298-96.7% | $4,779-96.4% |
| Participant deferral / active EE | $12,967 | $5,806+123.3% | $5,081+155.2% | $5,609+131.2% |
| Admin fee / account holder | $2,687 | $16,143-83.4% | $13,411-80.0% | $10,827-75.2% |