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 9-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 | $259,648 | $217,402+19.4% | $185,823+39.7% | $167,490+55.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 4.82% | 148.36%-143.5pp | 122.05%-117.2pp | 478.56%-473.7pp |
| Employer contribution / active EE | $111 | $5,873-98.1% | $5,167-97.8% | $4,837-97.7% |
| Participant deferral / active EE | $1,649 | $6,356-74.1% | $5,568-70.4% | $6,341-74.0% |
| Admin fee / account holder | $33,165 | $19,811+67.4% | $16,237+104.3% | $12,309+169.4% |