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 | $355,820 | $105,998+235.7% | $92,233+285.8% | $147,584+141.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.25% | 50.05%-46.8pp | 176.28%-173.0pp | 578.55%-575.3pp |
| Employer contribution / active EE | $196 | $4,333-95.5% | $3,679-94.7% | $4,876-96.0% |
| Participant deferral / active EE | $200 | $4,478-95.5% | $3,897-94.9% | $5,439-96.3% |
| Admin fee / account holder | $17,207 | $6,332+171.7% | $5,194+231.3% | $10,885+58.1% |