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 9-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 | $327,594 | $167,484+95.6% | $151,611+116.1% | $134,475+143.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.98% | 7.80%-30.8pp | 3.33%-26.3pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,280 | $6,829-81.3% | $6,166-79.2% | $4,740-73.0% |
| Participant deferral / active EE | $6,622 | $8,986-26.3% | $8,363-20.8% | $6,400+3.5% |
| Admin fee / account holder | $21,016 | $13,783+52.5% | $11,616+80.9% | $11,426+83.9% |