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 | $395,093 | $217,402+81.7% | $185,823+112.6% | $167,490+135.9% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 7.53% | 148.36%-140.8pp | 122.05%-114.5pp | 478.56%-471.0pp |
| Employer contribution / active EE | $5 | $5,873-99.9% | $5,167-99.9% | $4,837-99.9% |
| Participant deferral / active EE | $6,644 | $6,356+4.5% | $5,568+19.3% | $6,341+4.8% |
| Admin fee / account holder | $2,693 | $19,811-86.4% | $16,237-83.4% | $12,309-78.1% |