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 | $295,841 | $127,065+132.8% | $113,168+161.4% | $142,382+107.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 3.01% | 24.03%-21.0pp | 24.27%-21.3pp | 217.08%-214.1pp |
| Employer contribution / active EE | $233 | $3,442-93.2% | $2,975-92.2% | $4,299-94.6% |
| Participant deferral / active EE | $1,672 | $5,716-70.8% | $5,107-67.3% | $6,507-74.3% |
| Admin fee / account holder | $371 | $15,736-97.6% | $12,068-96.9% | $12,624-97.1% |