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 5-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 | $397,833 | $426,113-6.6% | $289,028+37.6% | $357,791+11.2% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 15.68% | 260.96%-245.3pp | 243.94%-228.3pp | 396.79%-381.1pp |
| Employer contribution / active EE | $20,368 | $8,831+130.6% | $6,326+222.0% | $7,508+171.3% |
| Participant deferral / active EE | $15,667 | $6,238+151.2% | $4,804+226.1% | $5,521+183.8% |
| Admin fee / account holder | $931 | $18,206-94.9% | $14,050-93.4% | $28,387-96.7% |