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 | $1,259,726 | $183,519+586.4% | $155,509+710.1% | $145,922+763.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.33% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-554.0pp |
| Employer contribution / active EE | $600 | $5,313-88.7% | $4,672-87.2% | $4,660-87.1% |
| Participant deferral / active EE | $1,234 | $6,462-80.9% | $5,626-78.1% | $6,688-81.5% |
| Admin fee / account holder | $60,624 | $19,313+213.9% | $15,912+281.0% | $13,397+352.5% |