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 | $480,772 | $177,572+170.7% | $154,803+210.6% | $142,382+237.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.67% | 65.07%-55.4pp | 58.88%-49.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $625 | $4,810-87.0% | $4,305-85.5% | $4,299-85.5% |
| Participant deferral / active EE | $625 | $6,272-90.0% | $5,540-88.7% | $6,507-90.4% |
| Admin fee / account holder | $5,675 | $16,786-66.2% | $14,329-60.4% | $12,624-55.0% |