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 | $302,123 | $93,373+223.6% | $152,466+98.2% | $85,850+251.9% |
| Participation rate | 94.1% | 70.1%+24.0pp | 78.2%+15.9pp | 69.3%+24.8pp |
| Annual return | 10.55% | 21.84%-11.3pp | 757.33%-746.8pp | 318.53%-308.0pp |
| Employer contribution / active EE | $28 | $2,996-99.1% | $4,327-99.4% | $2,565-98.9% |
| Participant deferral / active EE | $5,208 | $4,550+14.5% | $5,820-10.5% | $3,952+31.8% |
| Admin fee / account holder | $65,737 | $13,853+374.5% | $15,805+315.9% | $6,260+950.1% |