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 | $290,307 | $167,484+73.3% | $151,611+91.5% | $134,475+115.9% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -21.68% | 7.80%-29.5pp | 3.33%-25.0pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,334 | $6,829-80.5% | $6,166-78.4% | $4,740-71.8% |
| Participant deferral / active EE | $3,918 | $8,986-56.4% | $8,363-53.2% | $6,400-38.8% |
| Admin fee / account holder | $3,324 | $13,783-75.9% | $11,616-71.4% | $11,426-70.9% |