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 | $347,363 | $202,318+71.7% | $172,739+101.1% | $152,861+127.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | -0.41% | 1029.65%-1030.1pp | 802.84%-803.2pp | 345.32%-345.7pp |
| Employer contribution / active EE | $1,115 | $5,856-81.0% | $5,143-78.3% | $4,762-76.6% |
| Participant deferral / active EE | $5,473 | $5,948-8.0% | $5,198+5.3% | $5,850-6.4% |
| Admin fee / account holder | $5,172 | $17,109-69.8% | $13,954-62.9% | $11,596-55.4% |