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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,133 | $426,113-13.4% | $289,028+27.7% | $357,791+3.2% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 14.35% | 260.96%-246.6pp | 243.94%-229.6pp | 396.79%-382.4pp |
| Employer contribution / active EE | $10,014 | $8,831+13.4% | $6,326+58.3% | $7,508+33.4% |
| Participant deferral / active EE | $13,386 | $6,238+114.6% | $4,804+178.7% | $5,521+142.5% |
| Admin fee / account holder | $61,002 | $18,206+235.1% | $14,050+334.2% | $28,387+114.9% |