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 | $251,108 | $95,803+162.1% | $113,168+121.9% | $84,808+196.1% |
| Participation rate | 71.0% | 72.9%-1.9pp | 76.6%-5.6pp | 68.3%+2.7pp |
| Annual return | 12.17% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $517 | $2,360-78.1% | $2,975-82.6% | $2,631-80.3% |
| Participant deferral / active EE | $5,154 | $4,242+21.5% | $5,107+0.9% | $4,212+22.4% |
| Admin fee / account holder | $47,290 | $8,989+426.1% | $12,068+291.9% | $7,344+543.9% |