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 9-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 | $294,694 | $185,822+58.6% | $169,993+73.4% | $139,434+111.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -3.44% | 60.50%-63.9pp | 53.37%-56.8pp | 372.94%-376.4pp |
| Employer contribution / active EE | $786 | $7,590-89.7% | $6,785-88.4% | $4,751-83.5% |
| Participant deferral / active EE | $1,880 | $11,622-83.8% | $10,408-81.9% | $6,710-72.0% |
| Admin fee / account holder | $24,293 | $15,381+57.9% | $12,815+89.6% | $11,403+113.0% |