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 | $300,743 | $493,607-39.1% | $354,050-15.1% | $357,791-15.9% |
| Participation rate | 94.4% | 85.1%+9.4pp | 80.0%+14.5pp | 85.6%+8.8pp |
| Annual return | 24.78% | -18.89%+43.7pp | -17.20%+42.0pp | 396.79%-372.0pp |
| Employer contribution / active EE | $2,931 | $4,616-36.5% | $3,792-22.7% | $7,508-61.0% |
| Participant deferral / active EE | $9,155 | $5,143+78.0% | $4,870+88.0% | $5,521+65.8% |
| Admin fee / account holder | $19,359 | $15,161+27.7% | $12,771+51.6% | $28,387-31.8% |