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 | $436,201 | $124,425+250.6% | $112,040+289.3% | $137,256+217.8% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 9.41% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $676 | $3,411-80.2% | $2,954-77.1% | $4,156-83.7% |
| Participant deferral / active EE | $1,215 | $5,718-78.8% | $5,098-76.2% | $6,407-81.0% |
| Admin fee / account holder | $24,676 | $15,207+62.3% | $12,098+104.0% | $12,270+101.1% |