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 9-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 | $296,170 | $171,164+73.0% | $127,761+131.8% | $152,861+93.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.0%+8.5pp | 82.4%+5.1pp |
| Annual return | 2.43% | 23.54%-21.1pp | 26.14%-23.7pp | 345.32%-342.9pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,420 | $7,038-23.0% | $6,021-10.0% | $5,850-7.4% |
| Admin fee / account holder | $18,440 | $14,530+26.9% | $9,395+96.3% | $11,596+59.0% |