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 | $330,199 | $697,698-52.7% | $621,730-46.9% | $357,791-7.7% |
| Participation rate | 80.0% | 90.7%-10.7pp | 90.8%-10.8pp | 85.6%-5.6pp |
| Annual return | 14.18% | 10.63%+3.6pp | 10.76%+3.4pp | 396.79%-382.6pp |
| Employer contribution / active EE | $4,416 | $10,590-58.3% | $9,871-55.3% | $7,508-41.2% |
| Participant deferral / active EE | $14,756 | $7,203+104.9% | $6,979+111.4% | $5,521+167.3% |
| Admin fee / account holder | $78,666 | $75,391+4.3% | $66,065+19.1% | $28,387+177.1% |