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 | $343,540 | $697,698-50.8% | $621,730-44.7% | $357,791-4.0% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 16.19% | 10.63%+5.6pp | 10.76%+5.4pp | 396.79%-380.6pp |
| Employer contribution / active EE | $3,666 | $10,590-65.4% | $9,871-62.9% | $7,508-51.2% |
| Participant deferral / active EE | $14,201 | $7,203+97.2% | $6,979+103.5% | $5,521+157.2% |
| Admin fee / account holder | $63,284 | $75,391-16.1% | $66,065-4.2% | $28,387+122.9% |