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 | $275,652 | $167,484+64.6% | $151,611+81.8% | $134,475+105.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 7.74% | 7.80%-0.1pp | 3.33%+4.4pp | 417.96%-410.2pp |
| Employer contribution / active EE | $360 | $6,829-94.7% | $6,166-94.2% | $4,740-92.4% |
| Participant deferral / active EE | $594 | $8,986-93.4% | $8,363-92.9% | $6,400-90.7% |
| Admin fee / account holder | $2,602 | $13,783-81.1% | $11,616-77.6% | $11,426-77.2% |