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 | $254,610 | $89,753+183.7% | $107,525+136.8% | $84,808+200.2% |
| Participation rate | 75.7% | 68.1%+7.7pp | 75.1%+0.6pp | 68.3%+7.4pp |
| Annual return | 11.59% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $764 | $3,113-75.5% | $3,754-79.6% | $2,631-71.0% |
| Participant deferral / active EE | $10,793 | $4,056+166.1% | $5,116+111.0% | $4,212+156.3% |
| Admin fee / account holder | $48,596 | $7,222+572.9% | $8,919+444.9% | $7,344+561.7% |