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 | $520,563 | $495,011+5.2% | $442,409+17.7% | $357,791+45.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 10.57% | 92.83%-82.3pp | 90.53%-80.0pp | 396.79%-386.2pp |
| Employer contribution / active EE | $9,323 | $8,270+12.7% | $7,697+21.1% | $7,508+24.2% |
| Participant deferral / active EE | $15,606 | $7,613+105.0% | $7,555+106.6% | $5,521+182.7% |
| Admin fee / account holder | $1,832 | $60,147-97.0% | $51,603-96.5% | $28,387-93.5% |