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 | $513,426 | $148,534+245.7% | $135,903+277.8% | $139,434+268.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.29% | 79.19%-77.9pp | 68.23%-66.9pp | 372.94%-371.7pp |
| Employer contribution / active EE | $103 | $5,243-98.0% | $4,856-97.9% | $4,751-97.8% |
| Participant deferral / active EE | $293 | $8,100-96.4% | $7,758-96.2% | $6,710-95.6% |
| Admin fee / account holder | $18,494 | $12,400+49.1% | $10,762+71.8% | $11,403+62.2% |