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 | $338,438 | $138,044+145.2% | $125,339+170.0% | $134,475+151.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -24.96% | 750.33%-775.3pp | 572.05%-597.0pp | 417.96%-442.9pp |
| Employer contribution / active EE | $555 | $5,243-89.4% | $4,814-88.5% | $4,740-88.3% |
| Participant deferral / active EE | $5,821 | $7,799-25.4% | $7,446-21.8% | $6,400-9.0% |
| Admin fee / account holder | $10,724 | $11,571-7.3% | $10,010+7.1% | $11,426-6.1% |