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 | $278,326 | $179,726+54.9% | $156,263+78.1% | $142,382+95.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 8.23% | 77.86%-69.6pp | 59.47%-51.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $139 | $5,069-97.3% | $4,333-96.8% | $4,299-96.8% |
| Participant deferral / active EE | $555 | $6,956-92.0% | $6,158-91.0% | $6,507-91.5% |
| Admin fee / account holder | $24,442 | $17,272+41.5% | $14,255+71.5% | $12,624+93.6% |