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 | $308,152 | $80,968+280.6% | $96,544+219.2% | $75,163+310.0% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 11.79% | 27.06%-15.3pp | 25.84%-14.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $352 | $2,282-84.6% | $2,965-88.1% | $2,670-86.8% |
| Participant deferral / active EE | $7,038 | $3,928+79.2% | $4,851+45.1% | $4,125+70.6% |
| Admin fee / account holder | $4,097 | $6,724-39.1% | $8,252-50.3% | $5,651-27.5% |