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 | $253,155 | $167,307+51.3% | $143,757+76.1% | $134,475+88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.13% | 0.46%-29.6pp | -0.04%-29.1pp | 417.96%-447.1pp |
| Employer contribution / active EE | $586 | $5,619-89.6% | $4,951-88.2% | $4,740-87.6% |
| Participant deferral / active EE | $60 | $6,446-99.1% | $5,637-98.9% | $6,400-99.1% |
| Admin fee / account holder | $712 | $18,088-96.1% | $14,673-95.1% | $11,426-93.8% |