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 | $426,321 | $112,881+277.7% | $90,951+368.7% | $158,922+168.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 31.86% | 215.79%-183.9pp | 134.60%-102.7pp | 302.83%-271.0pp |
| Employer contribution / active EE | $90 | $2,893-96.9% | $2,122-95.8% | $4,761-98.1% |
| Participant deferral / active EE | $150 | $4,128-96.4% | $3,373-95.6% | $5,982-97.5% |
| Admin fee / account holder | $2,904 | $8,041-63.9% | $5,959-51.3% | $11,246-74.2% |