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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,170 | $135,952+117.1% | $123,892+138.2% | $273,961+7.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.03% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $208 | $5,170-96.0% | $4,617-95.5% | $4,869-95.7% |
| Participant deferral / active EE | $208 | $6,343-96.7% | $5,984-96.5% | $5,287-96.1% |
| Admin fee / account holder | $2,314 | $9,817-76.4% | $8,357-72.3% | $10,132-77.2% |