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 | $325,590 | $183,963+77.0% | $162,163+100.8% | $152,861+113.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.18% | 150.76%-139.6pp | 115.59%-104.4pp | 345.32%-334.1pp |
| Employer contribution / active EE | $521 | $6,371-91.8% | $5,614-90.7% | $4,762-89.1% |
| Participant deferral / active EE | $654 | $8,034-91.9% | $7,298-91.0% | $5,850-88.8% |
| Admin fee / account holder | $13,776 | $13,121+5.0% | $10,843+27.1% | $11,596+18.8% |