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 | $358,663 | $140,588+155.1% | $123,104+191.3% | $125,391+186.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -24.78% | 16.80%-41.6pp | 13.22%-38.0pp | 282.22%-307.0pp |
| Employer contribution / active EE | $1,185 | $6,041-80.4% | $5,151-77.0% | $4,866-75.6% |
| Participant deferral / active EE | $9,790 | $6,980+40.2% | $6,230+57.2% | $5,352+82.9% |
| Admin fee / account holder | $562 | $11,198-95.0% | $9,015-93.8% | $9,540-94.1% |