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 | $256,960 | $101,724+152.6% | $164,813+55.9% | $80,856+217.8% |
| Participation rate | 80.4% | 71.8%+8.6pp | 78.6%+1.8pp | 67.6%+12.8pp |
| Annual return | 9.91% | 16.72%-6.8pp | 69.93%-60.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,485 | $4,477+89.5% | $6,031+40.7% | $4,296+97.5% |
| Admin fee / account holder | $21,700 | $8,227+163.8% | $12,690+71.0% | $6,918+213.7% |