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 | $257,073 | $52,836+386.5% | $105,738+143.1% | $64,186+300.5% |
| Participation rate | 76.7% | 66.5%+10.1pp | 76.3%+0.3pp | 69.6%+7.1pp |
| Annual return | -7.99% | 14.30%-22.3pp | 6.27%-14.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $481 | $1,827-73.7% | $3,268-85.3% | $2,381-79.8% |
| Participant deferral / active EE | $4,806 | $2,545+88.8% | $4,080+17.8% | $3,470+38.5% |
| Admin fee / account holder | $1,224 | $3,959-69.1% | $6,913-82.3% | $4,888-75.0% |