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 | $888,739 | $174,892+408.2% | $135,584+555.5% | $357,791+148.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 74.9%+8.4pp | 85.6%-2.3pp |
| Annual return | 18.24% | -8.84%+27.1pp | -6.29%+24.5pp | 396.79%-378.5pp |
| Employer contribution / active EE | $21,743 | $4,063+435.1% | $2,978+630.1% | $7,508+189.6% |
| Participant deferral / active EE | $0 | $4,096-100.0% | $3,505-100.0% | $5,521-100.0% |
| Admin fee / account holder | $12,718 | $8,977+41.7% | $7,720+64.7% | $28,387-55.2% |