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 | $586,042 | $81,248+621.3% | $155,509+276.9% | $80,856+624.8% |
| Participation rate | 78.3% | 66.2%+12.1pp | 78.2%+0.1pp | 67.6%+10.7pp |
| Annual return | 3.20% | 33.31%-30.1pp | 64.67%-61.5pp | 35.59%-32.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $261 | $3,452-92.4% | $5,626-95.4% | $4,296-93.9% |
| Admin fee / account holder | $50,110 | $7,997+526.6% | $15,912+214.9% | $6,918+624.3% |