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 | $305,388 | $105,181+190.3% | $159,436+91.5% | $85,850+255.7% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 10.13% | 45.07%-34.9pp | 263.57%-253.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,005 | $5,945+118.8% | $7,352+76.9% | $3,952+229.1% |
| Admin fee / account holder | $11,998 | $6,933+73.0% | $10,799+11.1% | $6,260+91.7% |