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 | $264,182 | $175,202+50.8% | $149,673+76.5% | $139,434+89.5% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 10.12% | 166.71%-156.6pp | 134.42%-124.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $542 | $5,474-90.1% | $4,818-88.8% | $4,751-88.6% |
| Participant deferral / active EE | $1,018 | $6,519-84.4% | $5,680-82.1% | $6,710-84.8% |
| Admin fee / account holder | $17,930 | $16,150+11.0% | $13,210+35.7% | $11,403+57.2% |