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 | $373,121 | $209,411+78.2% | $178,490+109.0% | $158,922+134.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -13.03% | 188.75%-201.8pp | 151.07%-164.1pp | 302.83%-315.9pp |
| Employer contribution / active EE | $208 | $5,706-96.4% | $5,011-95.8% | $4,761-95.6% |
| Participant deferral / active EE | $263 | $5,954-95.6% | $5,202-95.0% | $5,982-95.6% |
| Admin fee / account holder | $648 | $17,074-96.2% | $13,984-95.4% | $11,246-94.2% |