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 | $301,292 | $179,726+67.6% | $156,263+92.8% | $142,382+111.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 9.45% | 77.86%-68.4pp | 59.47%-50.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,028 | $5,069-79.7% | $4,333-76.3% | $4,299-76.1% |
| Participant deferral / active EE | $4,771 | $6,956-31.4% | $6,158-22.5% | $6,507-26.7% |
| Admin fee / account holder | $12,541 | $17,272-27.4% | $14,255-12.0% | $12,624-0.7% |