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 | $437,877 | $177,572+146.6% | $154,803+182.9% | $142,382+207.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 11.03% | 65.07%-54.0pp | 58.88%-47.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $477 | $4,810-90.1% | $4,305-88.9% | $4,299-88.9% |
| Participant deferral / active EE | $1,136 | $6,272-81.9% | $5,540-79.5% | $6,507-82.5% |
| Admin fee / account holder | $6,214 | $16,786-63.0% | $14,329-56.6% | $12,624-50.8% |