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 | $329,096 | $471,255-30.2% | $493,514-33.3% | $357,791-8.0% |
| Participation rate | 86.4% | 87.7%-1.4pp | 86.6%-0.2pp | 85.6%+0.8pp |
| Annual return | 11.33% | -8.27%+19.6pp | -7.53%+18.9pp | 396.79%-385.5pp |
| Employer contribution / active EE | $16,239 | $7,367+120.4% | $6,745+140.7% | $7,508+116.3% |
| Participant deferral / active EE | $0 | $3,572-100.0% | $3,576-100.0% | $5,521-100.0% |
| Admin fee / account holder | $104,530 | $29,116+259.0% | $31,190+235.1% | $28,387+268.2% |