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 | $563,162 | $209,411+168.9% | $178,490+215.5% | $158,922+254.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.00% | 188.75%-191.8pp | 151.07%-154.1pp | 302.83%-305.8pp |
| Employer contribution / active EE | $689 | $5,706-87.9% | $5,011-86.3% | $4,761-85.5% |
| Participant deferral / active EE | $508 | $5,954-91.5% | $5,202-90.2% | $5,982-91.5% |
| Admin fee / account holder | $23,487 | $17,074+37.6% | $13,984+68.0% | $11,246+108.9% |