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 | $795,647 | $174,892+354.9% | $135,584+486.8% | $357,791+122.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 74.9%+25.1pp | 85.6%+14.4pp |
| Annual return | 14.63% | -8.84%+23.5pp | -6.29%+20.9pp | 396.79%-382.2pp |
| Employer contribution / active EE | $2,536 | $4,063-37.6% | $2,978-14.9% | $7,508-66.2% |
| Participant deferral / active EE | $13,050 | $4,096+218.6% | $3,505+272.3% | $5,521+136.4% |
| Admin fee / account holder | $3,603 | $8,977-59.9% | $7,720-53.3% | $28,387-87.3% |