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 | $457,066 | $114,381+299.6% | $107,525+325.1% | $142,382+221.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.81% | 242.71%-238.9pp | 181.32%-177.5pp | 217.08%-213.3pp |
| Employer contribution / active EE | $76 | $4,015-98.1% | $3,754-98.0% | $4,299-98.2% |
| Participant deferral / active EE | $600 | $5,564-89.2% | $5,116-88.3% | $6,507-90.8% |
| Admin fee / account holder | $2,965 | $9,860-69.9% | $8,919-66.8% | $12,624-76.5% |