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 | $278,201 | $495,011-43.8% | $442,409-37.1% | $357,791-22.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 13.17% | 92.83%-79.7pp | 90.53%-77.4pp | 396.79%-383.6pp |
| Employer contribution / active EE | $2,863 | $8,270-65.4% | $7,697-62.8% | $7,508-61.9% |
| Participant deferral / active EE | $9,453 | $7,613+24.2% | $7,555+25.1% | $5,521+71.2% |
| Admin fee / account holder | $3,928 | $60,147-93.5% | $51,603-92.4% | $28,387-86.2% |