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 | $287,162 | $111,754+157.0% | $103,333+177.9% | $145,922+96.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.03% | 24.77%-24.7pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $575 | $4,212-86.4% | $3,868-85.1% | $4,660-87.7% |
| Participant deferral / active EE | $575 | $5,619-89.8% | $5,057-88.6% | $6,688-91.4% |
| Admin fee / account holder | $10,000 | $9,750+2.6% | $8,355+19.7% | $13,397-25.4% |