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 | $127,065+243.3% | $113,168+285.4% | $142,382+206.4% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 9.41% | 24.03%-14.6pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $676 | $3,442-80.4% | $2,975-77.3% | $4,299-84.3% |
| Participant deferral / active EE | $1,215 | $5,716-78.7% | $5,107-76.2% | $6,507-81.3% |
| Admin fee / account holder | $24,676 | $15,736+56.8% | $12,068+104.5% | $12,624+95.5% |