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 | $274,444 | $159,602+72.0% | $150,045+82.9% | $142,382+92.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 6.94% | 70.24%-63.3pp | 62.55%-55.6pp | 217.08%-210.1pp |
| Employer contribution / active EE | $898 | $4,961-81.9% | $4,693-80.9% | $4,299-79.1% |
| Participant deferral / active EE | $7,409 | $8,310-10.8% | $7,997-7.3% | $6,507+13.9% |
| Admin fee / account holder | $3,479 | $14,846-76.6% | $13,435-74.1% | $12,624-72.4% |