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 | $740,700 | $538,095+37.7% | $477,111+55.2% | $382,429+93.7% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 32.65% | 104.06%-71.4pp | 101.90%-69.2pp | 248.85%-216.2pp |
| Employer contribution / active EE | $17,837 | $9,361+90.5% | $8,708+104.8% | $8,036+122.0% |
| Participant deferral / active EE | $43,053 | $7,856+448.1% | $7,539+471.1% | $5,727+651.7% |
| Admin fee / account holder | $2,291 | $48,739-95.3% | $42,132-94.6% | $30,732-92.5% |