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 | $518,525 | $697,698-25.7% | $621,730-16.6% | $357,791+44.9% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 14.20% | 10.63%+3.6pp | 10.76%+3.4pp | 396.79%-382.6pp |
| Employer contribution / active EE | $1,375 | $10,590-87.0% | $9,871-86.1% | $7,508-81.7% |
| Participant deferral / active EE | $8,150 | $7,203+13.1% | $6,979+16.8% | $5,521+47.6% |
| Admin fee / account holder | $21,776 | $75,391-71.1% | $66,065-67.0% | $28,387-23.3% |