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 | $302,557 | $127,065+138.1% | $113,168+167.4% | $142,382+112.5% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 10.09% | 24.03%-13.9pp | 24.27%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $284 | $3,442-91.7% | $2,975-90.4% | $4,299-93.4% |
| Participant deferral / active EE | $5,685 | $5,716-0.5% | $5,107+11.3% | $6,507-12.6% |
| Admin fee / account holder | $70,160 | $15,736+345.9% | $12,068+481.4% | $12,624+455.8% |