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 9-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 | $253,948 | $124,319+104.3% | $111,297+128.2% | $167,490+51.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 1.72% | 37.44%-35.7pp | 54.65%-52.9pp | 478.56%-476.8pp |
| Employer contribution / active EE | $148 | $3,435-95.7% | $2,731-94.6% | $4,837-97.0% |
| Participant deferral / active EE | $230 | $5,180-95.6% | $4,487-94.9% | $6,341-96.4% |
| Admin fee / account holder | $11,005 | $10,618+3.6% | $7,964+38.2% | $12,309-10.6% |