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 | $264,851 | $295,923-10.5% | $239,403+10.6% | $382,429-30.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 16.07% | 1.75%+14.3pp | 3.34%+12.7pp | 248.85%-232.8pp |
| Employer contribution / active EE | $8,625 | $5,859+47.2% | $4,656+85.2% | $8,036+7.3% |
| Participant deferral / active EE | $7,941 | $4,814+65.0% | $4,239+87.4% | $5,727+38.7% |
| Admin fee / account holder | $117,183 | $26,025+350.3% | $21,121+454.8% | $30,732+281.3% |