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 | $290,186 | $495,011-41.4% | $442,409-34.4% | $357,791-18.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 14.59% | 92.83%-78.2pp | 90.53%-75.9pp | 396.79%-382.2pp |
| Employer contribution / active EE | $6,889 | $8,270-16.7% | $7,697-10.5% | $7,508-8.2% |
| Participant deferral / active EE | $20,077 | $7,613+163.7% | $7,555+165.7% | $5,521+263.7% |
| Admin fee / account holder | $7,193 | $60,147-88.0% | $51,603-86.1% | $28,387-74.7% |