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 | $408,113 | $176,812+130.8% | $146,665+178.3% | $167,490+143.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.90% | 24.03%-18.1pp | 22.74%-16.8pp | 478.56%-472.7pp |
| Employer contribution / active EE | $877 | $5,160-83.0% | $4,136-78.8% | $4,837-81.9% |
| Participant deferral / active EE | $1,520 | $6,440-76.4% | $5,506-72.4% | $6,341-76.0% |
| Admin fee / account holder | $2,684 | $13,259-79.8% | $10,280-73.9% | $12,309-78.2% |