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 | $436,693 | $185,822+135.0% | $169,993+156.9% | $139,434+213.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.68% | 60.50%-53.8pp | 53.37%-46.7pp | 372.94%-366.3pp |
| Employer contribution / active EE | $1,047 | $7,590-86.2% | $6,785-84.6% | $4,751-78.0% |
| Participant deferral / active EE | $1,308 | $11,622-88.7% | $10,408-87.4% | $6,710-80.5% |
| Admin fee / account holder | $5,127 | $15,381-66.7% | $12,815-60.0% | $11,403-55.0% |