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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,619 | $288,797-8.4% | $239,577+10.5% | $382,429-30.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 13.99% | -3.30%+17.3pp | -0.70%+14.7pp | 248.85%-234.9pp |
| Employer contribution / active EE | $7,276 | $8,558-15.0% | $7,232+0.6% | $8,036-9.5% |
| Participant deferral / active EE | $4,289 | $6,420-33.2% | $5,676-24.4% | $5,727-25.1% |
| Admin fee / account holder | $5,523 | $18,649-70.4% | $19,315-71.4% | $30,732-82.0% |