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 | $285,078 | $176,056+61.9% | $159,436+78.8% | $167,490+70.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.18% | 331.75%-328.6pp | 263.57%-260.4pp | 478.56%-475.4pp |
| Employer contribution / active EE | $389 | $5,297-92.7% | $4,829-91.9% | $4,837-92.0% |
| Participant deferral / active EE | $1,000 | $7,750-87.1% | $7,352-86.4% | $6,341-84.2% |
| Admin fee / account holder | $10,000 | $12,554-20.3% | $10,799-7.4% | $12,309-18.8% |