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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $382,408 | $175,202+118.3% | $149,673+155.5% | $139,434+174.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.56% | 166.71%-161.2pp | 134.42%-128.9pp | 372.94%-367.4pp |
| Employer contribution / active EE | $653 | $5,474-88.1% | $4,818-86.4% | $4,751-86.3% |
| Participant deferral / active EE | $1,483 | $6,519-77.2% | $5,680-73.9% | $6,710-77.9% |
| Admin fee / account holder | $10,714 | $16,150-33.7% | $13,210-18.9% | $11,403-6.0% |